Joey Schultz Joins Forum Partner Group
Joey Schultz has been named a partner for Forum Financial Management. With experience in financial services, accounting, sales, and corporate finance, Joey integrates insights from his professional career to help clients gain clarity about their financial future. He joined Forum as a financial advisor in 2019.
Considering how his role will evolve at Forum, Joey said: “I’m excited to help shape the firm’s future while continuing to serve clients with fiduciary care. Becoming a partner felt like the natural next step to give back to the advisor community that supported my transition into advisory.”
When Joey became a Forum financial advisor, he was invigorated by the intentional focus on mentorship. From mentee in his first year at Forum to adopting the role of mentor for newer advisors, Joey can personally attest to how mentorship has a ripple effect.
“Being supported by partners and advisors who shadowed, coached, and provided honest feedback accelerated my development and gave me real-world confidence far faster than trial and error alone,” he said. “It’s also a force multiplier for the firm. Every time we welcome a next-gen advisor to the firm and mentor them well, we expand the firm’s knowledge base and capacity to serve more clients at a higher level.”
The mentorship mindset follows when helping clients take steps to set financial and personal goals. As Joey describes it, there is a sense of relief when clients who are just starting their financial journey are able to cut through all the financial media noise and online “finfluencer” advice. Instead, financial confidence can be found in having a financial plan with a solid framework and a well-drawn roadmap.
“Goals give context to every financial decision,” he said. “Aligning financial goals with personal priorities ensures that the plan supports what matters — family, career transitions, education, retirement, charitable intention, legacy leaving, and so much more — so trade-offs are evaluated against things clients truly value.”
After contemplating how things have changed and what remains constant, Joey remarked on building relationships and how AI fits into the big picture: “Sure, some of the tools and technology have changed how we serve our clients. AI is a powerful enabler when used to automate repetitive work and surface useful insights, freeing advisors to spend more time on high‑value human interactions.”
He continued: “The goal is not to replace judgment and personal connection, but to scale our capacity for considerate, timely, and enhanced client service. We can deliver more efficient, personalized service today than a decade ago, yet the core of the work is the same: building trust, listening deeply, and helping people make thoughtful long-term choices.”
“Joey embodies what we value most at Forum — a genuine commitment to clients, a passion for mentoring the next generation of advisors, and the vision to help our firm grow without losing sight of the personal relationships that define us,” Forum Co-Managing Partner Jonathan Rogers commented. “His path from mentee to mentor to partner is exactly the kind of story we love to see at Forum, and I have no doubt he will make a lasting impact in this next chapter.”
On the subject of achieving goals, Joey shares this advice with clients, colleagues, family, and friends: No matter how small, one step leads to the next, and you have the strength to keep moving forward.
Reflecting on the road he followed to step into a new role at Forum, Joey said, “Ultimately, I’m energized by the chance to pay forward the guidance I have benefited from over the course of my career and to help more people reimagine and achieve what’s possible.”
