262.686.3005

Tobie Green

MBA

FORM | Executive Assistant
Branch Associate

Tobie, a proud, life-long Wisconsin resident. She received her bachelor’s degree from the
University of Wisconsin-Whitewater and her MBA from Aurora University. She has
spent most of her career in the finance and education industries in human resource
management and executive administration.

Tobie joined the FORM Wealth Advisors team in 2024 and is excited to be back in the
finance industry. Tobie’s main priority will be to help the CEO and COO focus on the
strategic plans for the firm and not sweat the small stuff, because she will already
have handled it.

When not at work, Tobie spends her free time with her husband, daughter, and dog.

Tobie is a self-proclaimed concert junkie and an avid traveler who is always looking
forward to her next adventure with family and friends.