Think bigger and dream a bit

Our mission is to be your first call for all financial decisions – big and small. We believe your financial plan should reflect not only your goals but also your values, dreams and priorities. At Goforth Wealth Management, we combine personalized service with the strength of UBS’s robust global resources. By understanding and addressing every aspect of your financial life, we aim to simplify complexity and deliver tailored solutions designed to grow with you, no matter where life leads.

I am intimately involved in, and focused on, the planning process. I use the plan as a framework to evaluate and make future decisions.

- Denny B. Goforth

A focus on personalized access and service

At Goforth Wealth Management, we deliver a comprehensive suite of services and solutions tailored to your financial needs. We help bring clarity, confidence and the global reach of UBS to every financial decision for our clients. We take the time to truly understand who you are and what you want to achieve, tailoring a plan to help meet your unique needs and values.

Woman with architectural plans

A plan to simplify your financial life

Retirement couple holding surfboards

Retirement planning

Exterior of UBS Building

Investments and finances under one roof

Adult children with parents

Dividing wealth across generations

Man working on laptop during virtual call

Planning for a changing tax landscape

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Planning for education financing

A primary source for financial advice

Our relationship with you goes beyond mere transactions. We prioritize ongoing communication, transparency and personal attention to better support you every step of the way. We recognize that everyone’s journey is different. That’s why we tailor our advice to your specific needs and life stage.

  • Denny Goforth

    Denny Goforth, ChFC, CFP, CIMA

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Connecting communities as an advisor, friend and neighbor
    With over 25 years of experience in financial services, Denny brings both professional prowess and personal insight to his work. Having worked from a young age to put himself through college, he understands the importance of hard work, discipline and thoughtful financial planning.

    Denny’s commitment to service carries through to his personal life and is a family affair. Along with his wife and children, he volunteers with organizations like Lucky Dog Animal Rescue and Catholic Charities, making community involvement a cornerstone of their family life. Denny serves as Chair of the Parents Philanthropy Board at the University of Maryland, is a member of the Terp Family Council and the Robert H. Smith School of Business Alumni Board, serves on the Board of Directors for Our Lady of Good Counsel High School and is part of the Parents and Family Association Advisory Board at the University of Arizona.

    In his local community, Denny is a sponsor and Board Member for Olney Cropdusters Baseball, a summer collegiate baseball league. As a host family for the league, he and his family welcome college players into their home each summer, offering mentorship and support. Through these roles, Denny enjoys mentoring students formally and informally, sharing his insights and experience.

    Denny lives in Olney/Sandy Spring, Maryland, with his wife of more than 20 years, Sarah, who is a full-time volunteer at Brooke Grove Retirement Village, coordinating activities with residents and student volunteers. He is a proud father of Ben (studying finance at University of Maryland), Mae (psychology at University of Arizona), and Nick (finance at University of Tennessee).
    Denny’s dedication to his family, clients, and community reflects his belief that service and connection are at the heart of a meaningful life.

    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • B.S. in finance and marketing, cum laude graduate; The Robert H. Smith School of Business, University of Maryland
    • Wealth Advisor
    • Retirement Plan Consultant
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Investment Management Analyst®
    • Chartered Financial Consultant
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
    denny.goforth@ubs.com
    Denny Goforth, ChFC, CFP, CIMA
    1501 K Street North West,Washington, D.C.,DC,20005
  • Jeanine Krall

    Jeanine Krall

    Senior Registered Client Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    Service first
    Jeanine Krall is an essential part of Goforth Wealth Management, she has a warm, approachable manner and a responsive, resourceful approach to client service. As the team’s Senior Client Service Associate, Jeanine oversees operations, administration, client onboarding and banking functions, helping clients feel supported. She manages administrative functions related to retirement account contributions and distributions, 529 college savings plans, and assists with moving money, paying bills, and is simply there to be a reassuring presence when clients need to talk.

    Jeanine strives to be the first call clients make, whether they need assistance with account details, understanding forms, or they need answers to time sensitive questions.

    Helping clients manage the details
    Jeanine’s proactive and resourceful approach ensures clients stay ahead of deadlines and avoid unnecessary stress.

    Knowledge and leadership
    In addition to her client-focused responsibilities, Jeanine trains other Client Service Associates at UBS, sharing her institutional knowledge and setting a high standard for responsiveness and professionalism in client care. 

    With her warm demeanor, resourceful problem-solving and commitment to exceptional service, Jeanine aims to make clients feel supported and confident at every step of their financial journey.

          1501 K Street North West
          Suite 1100
          Washington, D.C., DC 20005
          jeanine.krall@ubs.com
          Jeanine Krall
          1501 K Street North West,Washington, D.C.,DC,20005
        • Bennet Kavlick

          Bennett Kavlick

          Financial Advisor

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          • AZ
          • DC
          • MD
          • MI
          • OH
          • PA
          • UT
          • VA
          • WA

          Bennett is a Financial Advisor in Washington, D.C. He began his career at Merrill Lynch before moving to UBS in October of 2023. Bennett takes pride in helping each client build a plan tailored to their unique needs, so that they can achieve and exceed their financial goals. He is committed to helping clients navigate complex financial situations by delivering quality service and impactful advice.

          Bennett’s goal is to help families and individuals grow and protect their wealth, so that they can achieve the things that are most important to them.

          Bennett grew up in Cleveland, Ohio and attended Ohio State University - As such, he is an avid Cavaliers, Guardians, Browns, and Buckeyes football fan. If none of those teams are playing, you can find him cooking, working out, golfing, or spending time with friends and family.

                1501 K Street NW
                Washington, DC 20005
                bennett.kavlick@ubs.com
                Bennett Kavlick
                1501 K Street NW,Washington,DC,20005
              • Mark Siegel, CPFA®, C(k)P®, Financial Advisor

                Senior Vice President–Wealth Management

                Financial Advisor

                Prior to joining UBS Wealth Management in 2022, Mark spent his career with Merrill Lynch Wealth Management where he began in 1989. Since then Mark has been building client relationships by developing investment strategies designed for wealth accumulation and wealth preservation. A founder of Siegel, Martin & Associates, Mark focuses on business development, growth, and management of the Team’s investment and strategic planning. Mark is a Portfolio Manager who helps clients pursue their goals and objectives using strategies that may incorporate individual stocks and bonds, model portfolios, ETFs, and other investment vehicles. He also provides customized financial planning and offers estate planning advice to his clients, which include business owners, corporate executives, and other high net worth individuals and families. Mark has also worked with over 300 small and medium-sized business in establishing and maintaining employee retirement plans, providing Fiduciary guidance for both plan sponsors and their employees who are saving for retirement.

                Mark earned a Bachelor’s Degree in Government/Political Theory from Georgetown University in 1989, and was a four-year member of the Georgetown University Baseball team. He remains an active alumnus of the University, serving as Co-President of the GU Baseball Alumni Association and as a member of the Hoyas Unlimited Board of Directors. Mark is also very active in coaching youth baseball and mentoring young student- athletes in the DC area. He lives in Bethesda, MD, with his wife, Kendra, and their six children.

              • Patrick Martin, CPFA®, CRPC™, CRPS™

                Senior Vice President–Wealth Management

                Financial Advisor

                Patrick has over 18 years of experience in the wealth management industry and is a founding member of Siegel, Martin & Associates. Prior to joining UBS in 2022, Patrick spent his entire career with Merrill Lynch. He closely works with business owners, individuals, and 401(k) participants in helping them prepare for a sound retirement. In 2018, Patrick was named to Forbes Top Next-Gen Wealth Advisors list. 

                Patrick attended Butler University and graduated with a B.S. in Finance where he was a member of the Men's Soccer Team and is active in their alumni group. Originally from St. Louis, MO Patrick resides in Washington, DC with his wife and son. For fun, Patrick enjoys live music, playing the guitar, traveling, and spending time with his family.

                The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

              • Bennett Kavlick

                Financial Advisor

              • Michael Carrig, CPFATM, CIMA®

                Account Vice President

                Financial Advisor

                As a Financial Advisor on the team Michael assists individuals, families and businesses in portfolio management, wealth planning and 401k administration. Michael works closely with each client to address their priorities and concerns with a unique tailored approach. His disciplined process and commitment to each client on a personal level provide an enduring experience. Michael also holds the Certified Investment Management Analyst® ( C I M A ® ) designation sponsored by the Investments and Wealth InstituteTM (The Institute).

                Michael graduated cum laude from Canisius College with a Bachelor's in Accounting and a Master's in Forensic Accounting where he was also a member of the Men's Golf Team. Outside of work Michael enjoys spending time with his wife, Stephanie, son, Michael and dog, Birdie.

              • Justin Stankewicz, CPFA®

                Senior Wealth Strategy Associate

                Justin joined Siegel, Martin and Associates in 2019 as a Registered Wealth Management Client Associate. His goal is to provide a positive experience to every client and views each interaction as an opportunity to enhance the relationship.

                Justin graduated from The Pennsylvania State University with a Bachelor’s of Science in Recreation, Parks and Tourism Management with a focus in Professional Golf Management. Justin is a Class A PGA professional who enjoys golfing, fishing and watching Nittany Lions football.
              • Barbara Suthard

                Senior Client Associate

                Barbara focuses on providing excellent client service and administrative support for all of the teams existing relationships. She helps ensure that client requests are handled in a smooth and efficient manner and assists with day to day client interaction. Prior to joining UBS in 2022, Barbara spent over 25 years with Merrill Lynch Wealth Management and has been with the team since its inception.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Fausto

              Tariffs, volatility and your portfolio

              Are you ready?

              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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