Forney White & Wagner Health Insurance Agency, LLC (FWW) is a new company, but not really new. We were formed in January of 2019 when Forney Financial Solutions, LLC (FFS) merged with Fulton Financial Advisors, a division of Fulton Bank. In order to continue the health insurance arm that was a part of FFS, FWW was formed.
Most of the faces are the same – Joyce Wagner, Sherry Forney, John Forney, Greg White; with a couple of additions – Julie McGeary and Ernie Peterman.
The goals remain the same…to offer businesses an innovative approach to health insurance and comprehensive benefit offerings; individual solutions including health, Medicare, and life insurance.
Ask us to review your needs because, “The Best Are Always Well Advised.”
Meet the Team
Write something about the people who make your business go or your philosophy behind customer service.
Why? Because people want to know who they're doing business with. It's a human thing.
John was a 1966 Graduate of Altoona Area High School and enrolled at Penn State the following fall. During his senior year at Penn State he got licensed as a Life and Health Insurance agent and started his career in the financial services industry. He has served on numerous boards and service organizations over his career including the Altoona Symphony, The Blair County Arts Board, Allegheny Lutheran Social Ministries and the Altoona Redevelopment Authority serving in a number of capacities. He went through the Chairs of the Pennsylvania Associate of Insurance and Financial Advisors in the mid to late 1990’s. He holds the Chartered Life Underwriter degree, Chartered Financial Consultants degree, the Accredited Investment Fiduciary designation and the Accredited Estate Planner’s designation. He was a 20 + year Million Dollar Round Table qualifier with numerous Court of the Table qualifications. His focus has been working with business owners on individual planning and group benefits for tax benefits. In addition he works with the employees of the business as an assist to the business owner. Most recently he has spearheaded bringing a new(old) approach to health insurance saving businesses around 20% on their health insurance plans. He has discovered a way for smaller business to take advantage of Self Funding health insurance while reducing the risk using a group medical captive.
Sherry is the CFO of Forney, White & Wagner Health Insurance Agency, LLC and a Licensed Insurance Agent since 1987. Her experience includes 16 years as CFO of Forney Financial Solutions, LLC and a Financial Advisor with Raymond James Financial Services since 2006.
Her experience with pension plans & employee benefits communications began in Pittsburgh in 1986. She developed an enrollment team that educated employees of all size businesses about 401k plans, Health Insurance and all types of Group Benefits.
She played the concert harp professionally from 1993-2003.
A graduate of St. Francis University with a degree in Business Management and pursued an MBA in Business Administration. She taught business classes at the Altoona School of Commerce for four years.
Currently, she serves on the St. Francis University President’s Cabinet, the Blair County Arts Foundation Board and the Hollidaysburg Women’s Club Board.
She and her Husband, John, own Warriors Mark Alpacas, LLC. Their farm has alpacas, horses, a donkey and many chickens, ducks and turkeys. They encourage farm tourism.
Outside interests include travel, entertaining and spending time with family and their two Greyhounds, Fannie & David.
Health and Group Benefits Manager
With 26 years experience in the health insurance/employee benefits arena , Joyce is responsible for managing our Employee Benefits and Health Insurance Department for Forney White & Wagner Health Insurance Agency
Along with that, she is responsible for coordination and integration of these benefits which include helping employer groups with employee benefits (medical, dental, vision, life, ltd, std and voluntary benefits). She also guides individuals who are turning 65 or thinking about retiring transition to medicare by helping them with the steps to enroll in Medicare Part A and Part B along with enrolling them with a Medicare Advantage or Medicare Supplemental Plan. When individuals retire prior to age 65 Joyce is able to help them find an individual policy by helping them navigate through the Health Insurance Marketplace to find a plan until they are able to go onto medicare.
Joyce has her Health & Life license.
Greg is the Treasurer and an Agent of Forney, White & Wagner Health Insurance Agency, LLC, and a Licensed Insurance Agent since 2003. He has 15 years in various roles with Forney Financial Solutions, LLC, including Director of Operations and President and as a Financial Advisor with Raymond James Financial Services.
Prior to employment with Forney Financial Solutions, LLC, Greg had 26 years of service with the PA Department of Corrections. Positions with PA Corrections included Officer; Chief of Security, Fire and Safety; Deputy Superintendent; and Superintendent.
Greg graduated from Punxsutawney Area High School and The Penn State University. He has designations as an Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA). He holds Series 7 and 66 licenses as well as Life, Accident and Health licenses.
Greg is active with the Blair Chamber of Commerce and is the Chairman of the Public Policy Committee; a member of National Association of Insurance and Financial Advisors, Greater Altoona/Johnstown Chapter; and The Pennsylvania Prison Wardens Association.
Greg is married and he and Barb enjoy travel, family times (especially grandchildren), and their two Monica’s Heart Rescue Greyhounds, Zeke and Topaz.
Life and Health Insurance Agent
Ernie Peterman is a 1993 graduate from Point Park University. He has worked in sales for the last 20 years. Ernie has worked for Coca Cola, Yellowbook and as an independent life insurance agent during that time. Ernie has won various achievement awards during his sales career. He also played minor league baseball from 1994-1996, one year with the Toronto Blue Jays organization and 2 years in the independent Northern League with the St. Paul Saints. Ernie enjoys meeting business owners and various administrative employee decisionmakers. Ernie brings a strong, competitive desire and energy to gain new business clients and develop lasting relationships with those clients. Ernie lives in Duncansville, Pa with his wife Joy and son Nolan.
Julie graduated from Shippensburg University and earned her Master’s Degree from Gannon University. She taught kindergarten and first grade for thirteen years, after which she decided to join the Forney, White & Wagner team so that she could focus more of her time on raising her children, while still pursuing her passion of helping people.
Julie is a wife and mother of three children, whose energetic personalities, giggles, and hugs, keep her very happily busy. Her favorite thing to do is to spend time with her family- playing games and reading together, picking up toys that are lovingly spread throughout the house, wiping messy faces, playing outside, and anything else that can be squeezed into the day. Julie enjoys staying active and tries to include her family into this lifestyle as well.
“Start each day with a grateful heart”