Tobie Green

Tobie Green

FORM | Executive Assistant, Branch Associate

Tobie, a proud, life-long Elkhorn resident, 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 team in 2024 and she 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 amazing and supportive husband, Jamie, her beautiful, kind, and smart daughter, Mallory, and their handsome and spirited dog, Gunnar. 

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