OUR TEAM
Advisors
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EXPLORE
PARTNERS AND ADVISORS
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Karen Arenz
Client Services Liaison and Project Manager
Sharon Bowler
Client Service Associate
Irene Compra
Client Service Associate – Training Support
Jamie Di Bari
Client Service Associate
Jennifer Drufke
Client Service Associate
Jessica Haages
Client Service Associate
Matthew Harrigan
Client Service Associate
Bozena Hudek
Client Service Associate
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ADVISOR SERVICES
Brett Bordlee
Chief of Staff
Caroline Caesar
Account Coordinator and Billing Specialist
Nancy Caesar
Project Manager
Andrew Carava
Trader
Kyana Craig
Senior Onboarding and Advisor Support Associate
Jonathan Cuthbert
Trader
Dominic Dominguez
Digital Marketing Specialist
Brittany Franklin
CSCP | Compliance Associate
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FORUM MANAGEMENT
Jacqueline Arenas
Director of Client Services
Rich Berendson
Director of Finance
Mac Davis
Chief Operating Officer | CFP®
Karonda Gavin
Billing and Reporting Manager
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CAREERS
Become a Member of the Forum Family
HELP US SHAPE THE FUTURE OF WEALTH MANAGEMENT AND THE CLIENT EXPERIENCE
We consistently recruit top-tier advisors and business leaders. To attract talented individuals, you need to have a growth-oriented firm that offers advisors and associates mentorship and career growth opportunities. Forum has no third-party investors, no private equity investors. Our belief is that taking outside capital separates the incentives of the owners from their direct client relationships. This helps us never lose sight of the fact that clients come first, period.
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forum is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
