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# Forum Financial

We Help People Build Financial Plans for Life

## Sitemaps

- [XML Sitemap](https://www.forumfinancial.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog](https://www.forumfinancial.com/blog/blog/)
- [Forum Appears in the Top 100 on the 2026 Financial Advisor RIA Ranking](https://www.forumfinancial.com/forum-appears-in-the-top-100-on-the-2026-financial-advisor-ria-ranking/) - Forum Financial Management appears in the Top 100 on the 2026 Financial Advisor RIA Ranking.
- [Trump Accounts (Section 530A): Why Your Child Could Benefit From One](https://www.forumfinancial.com/trump-accounts-section-530a-why-your-child-could-benefit-from-one/) - In this blog, we share practical tips on how to open Trump accounts and invest the account during its growth years.
- [Mega IPOs & AI](https://www.forumfinancial.com/mega-ipos-ai/) - In this commentary, we touch on two of the most talked-about subjects these days: Initial Public Offering (IPO) stocks and Artificial Intelligence (AI).
- [Inflation, Future Spending, and The Risk of Over-Saving](https://www.forumfinancial.com/inflation-future-spending-and-the-risk-of-over-saving/) - In this article, we’re going to review typical spending patterns, and we’ll see that lifetime spending, rather than climbing steadily forever, tends to follow an arc-like pattern.
- [For Consideration in Your All-Stock Portfolio: Bonds](https://www.forumfinancial.com/for-consideration-in-your-all-stock-portfolio-bonds/) - Steve Minturn presents historical scenarios to demonstrate how much of a lifeboat bonds have been during intense market downturns.
- [Staying the Course Amid the Conflict in Iran](https://www.forumfinancial.com/staying-the-course-amid-the-conflict-in-iran/) - In this commentary, we explore how markets have responded to past conflicts and why global diversification has helped provide stability during recent volatility.
- [An Overlooked Risk to Wealth: Personal Liability](https://www.forumfinancial.com/an-overlooked-risk-to-wealth-personal-liability/) - Umbrella insurance does not create wealth, but it can help preserve it. We discuss how to properly plan, so an unexpected liability event doesn’t undo years of progress.
- [Forum Reaches Milestone of $10 Billion in Client Assets](https://www.forumfinancial.com/forum-reaches-milestone-of-10-billion-in-client-assets/) - In 2025, Forum crossed $10 billion in client assets. For more than 20 years, Forum Financial Management has been helping clients achieve their financial dreams.
- [Geopolitical Conflicts and Financial Market Volatility](https://www.forumfinancial.com/geopolitical-conflicts-and-financial-market-volatility/) - Read commentary offered by Forum Financial on the current geopolitical conflict in Ukraine and the importance of staying disciplined and invested.
- [Joey Schultz Joins Forum Partner Group](https://www.forumfinancial.com/joey-schultz-joins-forum-partner-group/) - Joey Schultz has been named a partner for Forum Financial Management. He joined Forum as a financial advisor in 2019.
- [Jeff Doblin, CFA, CFP® Joins Forum Partner Group](https://www.forumfinancial.com/jeff-doblin-cfa-cfp-joins-forum-partner-group/) - Jeff Doblin has been named a partner for Forum Financial Management.He has been a part of the Forum advisory team since 2017 and now a part of the partner group
- [Navigating Career Changes While Keeping Your Financial Plan in Check](https://www.forumfinancial.com/navigating-career-changes-while-keeping-your-financial-plan-in-check/) - Forum Financial Advisor Sage D'Aprile emphasizes the importance that your financial plan keeps working for you, particularly during a career change.
- [2025: A Reminder That Returns Can Bloom When Things Look Gloomy](https://www.forumfinancial.com/2025-a-reminder-that-returns-can-bloom-when-things-look-gloomy/) - In 2025, we re-learned the importance of that simple framework. Staying the course worked yet again, and those who followed a disciplined rebalancing process benefited.
- [What to Do in 2026 Before the Year Does Anything to You](https://www.forumfinancial.com/what-to-do-in-2026-before-the-year-does-anything-to-you/) - In this featured post, we outline 6 simple steps to set yourself up for a strong, steady 2026.
- [Firing on All Cylinders: A Remarkable Year So Far for Diversified Investors](https://www.forumfinancial.com/firing-on-all-cylinders-a-remarkable-year-so-far-for-diversified-investors/) - Forum explains how diversification means asset classes performing better than expected while others perform below expectations, driving a smoother ride overall.
- [The One Big Beautiful Bill Act: Key Tax Changes and What They Mean for You](https://www.forumfinancial.com/the-one-big-beautiful-bill-act-key-tax-changes-and-what-they-mean-for-you/) - Forum outlines key changes and impact since the passing of the One Big Beautiful Bill Act (OBBBA).
- [Forum Named to Barron’s 2025 Top 100 RIA Firms](https://www.forumfinancial.com/forum-named-to-barrons-2025-top-100-ria-firms/) - Forum Financial Management, LP has been named as one of Barron’s 2025 Top 100 RIA Firms
- [What Is Home Bias? Forum’s Process to Maintain Global Diversification](https://www.forumfinancial.com/what-is-home-bias-forums-process-to-maintain-global-diversification/) - At Forum, we believe your portfolio should reflect the world as it is. By embracing a global perspective, you’re positioning yourself for long-term success.
- [A Volatile First Half Ends on a High Note … At Least for Diversified Investors](https://www.forumfinancial.com/a-volatile-first-half-ends-on-a-high-note-at-least-for-diversified-investors/) - We discusshow the best outcomes come from following a disciplined process — one that embraces diversification, rebalancing, and a long-term perspective.
- [Forum Appears in the Top 100 on the 2025 Financial Advisor RIA Ranking](https://www.forumfinancial.com/forum-appears-in-the-top-100-on-the-2025-financial-advisor-ria-ranking/) - Forum Financial Management, LP appears in the Top 100 on the 2025 Financial Advisor RIA Ranking.
- [Navigating Divorce Finances: Why Financial Clarity Matters](https://www.forumfinancial.com/navigating-divorce-finances-why-financial-clarity-matters/) - Navigating the financial implications of divorce requires careful planning and strategy. Learn how financial literacy and expert guidance can help.
- [Four Smart Strategies for Managing Highly Appreciated Stock](https://www.forumfinancial.com/four-smart-strategies-for-managing-highly-appreciated-stock/) - These strategiesoffer powerful ways for savvy investors to turn big winners into sustainable, diversified portfolios — without letting taxes hold you hostage.
- [Making Decisions Amid Turbulence and Tariffs](https://www.forumfinancial.com/making-decisions-amid-turbulence-and-tariffs/) - In our quarterly commentary, we zoom out to offer investors perspective, context, and guidance on how to navigate uncertainty.
- [New Film Explores a Revolutionary Approach to Investing](https://www.forumfinancial.com/new-film-explores-a-revolutionary-approach-to-investing/) - Forum Partner Norbert Mindel, JD, CFP® is featured in the film among the academic leaders and visionaries of this novel approach to investing.
- [Forum’s Market Commentary on Tariffs](https://www.forumfinancial.com/forums-market-commentary-on-tariffs/) - With the recent news regarding tariffs, Forum Financial emphasizes the most important thing to do during events like this is to remain disciplined.
- [How Far Can It Go? An Examination of US Large Cap Stocks](https://www.forumfinancial.com/how-far-can-it-go-an-examination-of-us-large-cap-stocks/) - Forum explains the history of US Large Cap stocks, while reminding clients that the best plan as an investor is to own many asset classes and stay diversified.
- [Think You Know Your Retirement Assets? Think Again](https://www.forumfinancial.com/think-you-know-your-retirement-assets-think-again/) - This article explains planning opportunities and how you can take advantage of them while also providing a fresh outlook on paying taxes.
- [Spending Ability: A Fresh Way of Viewing Markets and Interest Rates](https://www.forumfinancial.com/spending-ability-a-fresh-way-of-viewing-markets-and-interest-rates/) - In this article, we examine the combined effect of market returns and interest rates over the past several years.
- [Women and Wealth: 7 Action Steps for Taking Control of Your Finances](https://www.forumfinancial.com/women-and-wealth-7-action-steps-for-taking-control-of-your-finances/) - Forum shares thoughts on women and wealth, providing an overview of the approach taken when helping women build a financial plan to reimagine what is possible.
- [Protecting Yourself and Your Children From Identity Theft: Steps You Can Take Today](https://www.forumfinancial.com/protecting-yourself-and-your-children-from-identity-theft-steps-you-can-take-today/) - In this blog, we discuss several proactive measures you can take to protect yourself and your children from identity theft.
- [The Fed Cuts Interest Rates: What Does It Mean for Me?](https://www.forumfinancial.com/the-fed-cuts-interest-rates-what-does-it-mean-for-me/) - In our recent market commentary, we answer two big questions: What does the Fed’s cut mean for me and my assets? What should we expect to change in the future?
- [Forum Named to Barron’s 2024 Top 100 RIA Firms](https://www.forumfinancial.com/forum-named-to-barrons-2024-top-100-ria-firms/) - Forum Financial Management, LP has been named as one of Barron’s 2024 Top 100 RIA Firms. In July, Forum appeared on the 2024 Financial Advisor RIA Ranking.
- [Kiplinger Features David McClellan 7-Part Series on Tax Planning and Retirement](https://www.forumfinancial.com/kiplinger-features-david-mcclellan-7-part-series-on-tax-planning-and-retirement/) - Kiplinger featured the seven-part series from Forum Partner David McClellan on defusing “tax bombs” as it pertains to planning for retirement.
- [Forum Appears in the Top 100 on the 2024 Financial Advisor RIA Ranking](https://www.forumfinancial.com/forum-appears-in-the-top-100-on-the-2024-financial-advisor-ria-ranking/) - Forum Financial Management, LP appears in the Top 100 on the 2024 Financial Advisor RIA Ranking.
- [Navigating the Unexpected: Elections Through History](https://www.forumfinancial.com/navigating-the-unexpected-elections-through-history/) - Rather than attempting to time the market based on election outcomes, investors benefit from maintaining a diversified portfolio and focusing on long-term goals
- [A Guide to Effective Business Exit Planning: Steps for Business Owners to Plan a Successful Exit](https://www.forumfinancial.com/a-guide-to-effective-business-exit-planning/) - When should business owners begin to plan for an eventual exit? A guide to effective business exit planning: steps for business owners to plan a successful exit
- [Kiplinger Features Zach Mindel Article Series on Military Financial Benefits](https://www.forumfinancial.com/kiplinger-features-zach-mindel-article-series-on-military-financial-benefits/) - In May, Kiplinger featured the three-part series on military benefits by Forum Financial Advisor Zach Mindel. Read the articles.
- [Juan Ros, CFP®, AEP®, CEPA®, CVGA® Joins Forum Partner Group](https://www.forumfinancial.com/juan-ros-cfp-aep-cepa-cvga-joins-forum-partner-group/) - Juan Ros has been named a partner for Forum Financial Management. He has been a part of the Forum advisory team since 2018 and now a part of the partner group.
- [The Tortoise and the Hare: An Investment Story](https://www.forumfinancial.com/the-tortoise-and-the-hare-an-investment-story/) - Forum explains that by balancing return and volatility, investors can mitigate the effects of severe downturns, ensuring their portfolio moves forward steadily.
- [Charitable Giving Strategies for Every Stage of Life](https://www.forumfinancial.com/charitable-giving-strategies-for-every-stage-of-life/) - Forum Financial discusses philanthropy with some tips and strategies for incorporating charitable giving into your plans at various stages of your life.
- [The Best Time To Be a Retiree … Is Now](https://www.forumfinancial.com/the-best-time-to-be-a-retiree-is-now/) - Forum Financial Management takes a look at the past and present for retiree investors and why staying disciplined can lead to a promising 2024.
- [New Scam Targeting the Clients of Large Financial Institutions](https://www.forumfinancial.com/new-scam-targeting-charles-schwab-clients/) - Forum Compliance provides a deeper understanding of how the new scam targeting Charles Schwab clients operates withnecessary steps to protect yourself.
- [2023: A Good Year After All](https://www.forumfinancial.com/2023-a-good-year-after-all/) - Forum Financial Management shares their perspective on the fourth quarter by highlighting the reasons why it is important to stay disciplined as an investor.
- [Time to Move to Treasury Bills? It Depends …](https://www.forumfinancial.com/time-to-move-to-treasury-bills-it-depends/) - Forum Advisor Mark Schmulen addresses the thoughts of moving to T-bills and why you should consider your long-term investment horizon and remain disciplined.
- [Financial Planning Updates From Recent Legislation for 2023 and Beyond](https://www.forumfinancial.com/financial-planning-updates-from-recent-legislation-for-2023-and-beyond/) - Read as Forum Financial highlights the impact of some of the rules and rule changes to emerge from the SECURE Act and the SECURE 2.0 Act.
- [7 Stocks Driving Returns](https://www.forumfinancial.com/7-stocks-driving-returns/) - Learn more as we look at how specific concentrated returns have ended badly in the past and how a diversified strategy usually works out better in the long run.
- [U.S. Debt Ceiling: What Investors Should Know](https://www.forumfinancial.com/u-s-debt-ceiling-what-investors-should-know/) - The debt ceiling is a legal cap established by Congress on the amount of money the federal government can borrow to finance its operations, designed to provide a check on government spending. The negotiations over raising the debt ceiling are often contentious with both parties trying to use the opportunity to advance their own agendas.
- [Forum Named to Barron’s 2023 Top 100 RIA Firms](https://www.forumfinancial.com/forum-named-to-barrons-2023-top-100-ria-firms/) - Forum Financial Management, LP appears on Barron’s 2023 Top 100 RIA Firms. Forum has appeared consecutive years amongst the top 100 RIAs, ranking #65 in 2023.
- [What Are My Options: Navigating NSOs, ISOs, SARs and 83(b)](https://www.forumfinancial.com/what-are-my-options-navigating-nsos-isos-sars-and-83b/) - Steve Minturn provides an overview on non-qualified stock options, incentive stock options, stock appreciation rights, and section 83(b) of the tax code.
- [Re-Evaluating Your Financial Plan After a Market Downturn](https://www.forumfinancial.com/re-evaluating-your-financial-plan-after-a-market-downturn/) - Forum co-Managing Partner Nirav Batavia shares three steps for investors following the recent market downturn including maintaining an emergency fund.
- [Introducing Our Newest Forum Partners: Q&A with Julie Schatz, CFP® and Jennifer Cray, CFP®](https://www.forumfinancial.com/introducing-our-newest-forum-partners-julie-schatz-and-jennifer-cray/) - Partners Julie Schatz, CFP® and Jennifer Cray, CFP® discuss what brought them to Forum Financial and the benefits of working with a financial professional.
- [Forum Appears in the Top 100 on the 2023 Financial Advisor RIA Ranking](https://www.forumfinancial.com/forum-appears-in-the-top-100-on-the-2023-financial-advisor-ria-ranking/) - Forum Financial Management, LP appears in the Top 100 on the 2023 Financial Advisor RIA Ranking.
- [When a Loved One Experiences a Decline in Health](https://www.forumfinancial.com/when-a-loved-one-experiences-a-decline-in-health/) - Forum Financial provides a checklist that can be useful for individuals preparing for life-changing events based on the diminishing health of a loved one.
- [There Is No Recession ... Yet](https://www.forumfinancial.com/there-is-no-recession-yet/) - Forum Financial shares their second quarter perspective, reminding clients the importance of not letting short-term pessimism derail long-term financial goals.
- [Insurance and Investing Don’t Mix](https://www.forumfinancial.com/insurance-and-investing-dont-mix/) - Forum Financial Advisor Tyler Smith discusses the various options for life insurance policies along with considerations regarding investment methods.
- [Highly Concentrated Stock Positions Are Not a Good Thing](https://www.forumfinancial.com/highly-concentrated-stock-positions-are-not-a-good-thing/) - Forum Advisor Rob Wurzburg shares why it is unwise to hold a highly concentrated stock position, offering strategies to reduce concentration in a single stock.
- [How Do Certificates of Deposit Fit Into My Financial Plan?](https://www.forumfinancial.com/how-do-certificates-of-deposit-fit-into-my-financial-plan/) - Read as Forum Financial addresses when to take advantage of investing in CDs or other short term, low-risk investments and when it is not the best solution.
- [5 Things to Consider When Moving to Another State (as a Retiree and While Working)](https://www.forumfinancial.com/5-things-to-consider-when-moving-to-another-state-as-a-retiree-and-while-working/) - Forum Financial highlights why retirees and working households should carefully consider their financial and estate planning needs when moving to a new state.
- [Building Financial Security for College Professors](https://www.forumfinancial.com/building-financial-security-for-college-professors/) - Forum Financial Advisor Naya Sou offers key considerations for college professors at all stages of their career on navigating their financial life.
- [The Alphabet Soup of Equity Compensation: RSUs and ESPPs](https://www.forumfinancial.com/the-alphabet-soup-of-equity-compensation-rsus-and-espps/) - Forum Financial Advisor Steve Minturn discusses two common forms of equity compensation, RSUs and ESPPs, and provides guidance as to how to manage them.
- [Boosting Your Financial Security With a Health Savings Account](https://www.forumfinancial.com/boosting-your-financial-security-with-a-health-savings-account/) - Read how Forum Advisor Dan Drallmeier, CFP® explains how to use health savings accounts, including how to maximize HSAs for the future.
- [SECURE 2.0 Act of 2022: What to Know and Retirement Contribution Updates for 2023](https://www.forumfinancial.com/secure-2-0-act-of-2022-what-to-know-and-retirement-contribution-updates-for-2023/) - Forum Financial outlines noteworthy changes and impacts regarding the SECURE 2.0 ACT of 2022 and what you should discuss with your financial advisor.
- [Moving Forward Into 2023](https://www.forumfinancial.com/moving-forward-into-2023/) - Read Forum Financial's perspective on the fourth quarter, highlighting some positives to take away as we move forward into 2023 and what actions to take.
- [How to Financially Prepare for Having Your First Child](https://www.forumfinancial.com/how-to-financially-prepare-for-having-your-first-child/) - Forum Advisor Rob Wurzburg shares the importance of financial planning and working with a financial advisor ahead of having your first child.
- [What Has Happened to Bonds in 2022?](https://www.forumfinancial.com/what-has-happened-to-bonds-in-2022/) - Forum Financial shares their perspective on the third quarter, discussing questions many clients have asked on bond performance, interest rates and inflation.
- [5 Year-End Planning Items for 2022](https://www.forumfinancial.com/5-year-end-planning-items-for-2022/) - As year-end approaches, Forum highlights 5 financial planning items to consider and how your financial advisor can assist depending on your financial situation.
- [Forum Appears in the Top 100 on the 2021 Financial Advisor RIA Ranking](https://www.forumfinancial.com/forum-appears-on-the-2021-financial-advisor-ria-ranking/) - Forum Financial appears in the Top 100 on the 2021 Financial Advisor RIA Ranking. Forum ranked 77 of the 321 firms appearing on the list.
- [Forum Named to Barron’s 2021 Top 100 RIA Firms](https://www.forumfinancial.com/forum-named-to-barrons-2021-top-100-ria-firms/) - Forum Financial Management, LP appears on Barron’s 2021 Top 100 RIA Firms. Forum ranked among the top 50 firms appearing at #44 in 2021.
- [Forum Appears in the Top 100 on the 2022 Financial Advisor RIA Ranking](https://www.forumfinancial.com/forum-appears-in-the-top-100-on-the-2022-financial-advisor-ria-ranking/) - Forum Financial Management, LP appears in the Top 100 on the 2021 Financial Advisor RIA Ranking.
- [Going to College and Managing Higher Education Costs](https://www.forumfinancial.com/going-to-college-and-managing-higher-education-costs/) - In this recent article, Forum explains how to analyze higher educations as it relates to existing debt and long term financial goals.
- [401(k) Advice for Startup Founders](https://www.forumfinancial.com/401k-advice-for-startup-founders/) - Read the decision points Nirav Batavia outlines for startup founders and executives considering setting up a 401(k) plan based on the stage of their company.
- [Tax Planning and Roth Opportunities: Some Key Considerations](https://www.forumfinancial.com/tax-planning-and-roth-opportunities/) - Forum Financial Partner Marie Stark outlines key tax planning and Roth opportunities where it may be advantageous to contribute and convert to a Roth.
- [Estate Planning Using a Charitable Lead Trust](https://www.forumfinancial.com/estate-planning-using-charitable-lead-trust/) - Charitable lead trusts will become more relevant for donors who want to make charitable donations if tax rates go up and interest rates stay low.
- [To Achieve Your Financial Goals, Know Your Risk Tolerance](https://www.forumfinancial.com/know-your-risk-tolerance/) - Forum Financial shares perspective on defining risk tolerance and why knowing and accepting your risk tolerance is essential to achieving financial goals.
- [What Is Unusual About These Markets?](https://www.forumfinancial.com/what-is-unusual-about-these-markets/) - Forum Financial discusses the importance of staying disciplined and invested in a diversified way in the midst of ongoing market volatility.
- [Perspective Midway Through the Year](https://www.forumfinancial.com/perspective-midway-through-the-year/) - Forum Financial shares perspective on the second quarter and financial decision making in the midst of an ongoing pandemic, a war overseas and rising inflation.
- [Have You Planned for Your Digital Assets?](https://www.forumfinancial.com/have-you-planned-for-your-digital-assets/) - Forum Financial shares the importance of preparing your digital assets in a will or estate plan. Read three tips to consider when preparing these documents.
- [David McClellan Joins Forum Partner Group](https://www.forumfinancial.com/david-mcclellan-joins-forum-partner-group/) - David McClellan has been named a partner for Forum Financial Management, assisting clients from his office in Austin, Texas.
- [How to Jumpstart Your Kid's Retirement Savings](https://www.forumfinancial.com/how-to-jumpstart-your-kids-retirement-savings/) - Forum Advisor David McClellan shares a strategy for parents to help their children plan for retirement at a young age, even when they are not thinking about it.
- [Boosting Your Tax-Advantaged Savings With a Mega Backdoor Roth](https://www.forumfinancial.com/boosting-your-tax-advantaged-savings-with-a-mega-backdoor-roth/) - Forum Financial Advisor Joey Schultz explains who could benefit from a mega backdoor Roth along with three examples of how it works.
- [Ready for Retirement? Planning Looks Very Different After Age 50](https://www.forumfinancial.com/retirement-planning-looks-very-different-after-age-50/) - Forum Advisor John Vires discusses the distinct financial planning challenges and opportunities for investors in their 50s preparing for retirement.
- [5 Reasons Why Women Don't Talk About Money](https://www.forumfinancial.com/5-reasons-why-women-dont-talk-about-money/) - Talking about money with a financial advisor is the first step for women on the journey to financial confidence. Advisor Nicole Campbell shares her thoughts.
- [Partner Mary Pat Wesche Named Treasurer of NAWBO Chicago](https://www.forumfinancial.com/forum-partner-mary-pat-wesche-named-treasurer-of-nawbo-chicago/) - Forum Partner Mary Pat Wesche has been named Treasurer of the Chicago Chapter of the National Association of Women Business Owners (NAWBO).
- [Building Up Your Emergency Savings Fund](https://www.forumfinancial.com/building-up-your-emergency-savings-fund/) - Forum Financial Advisor Michael Kennedy explains the importance of building an emergency savings funds. Consider these four questions when planning.
- [Spirit of Giving: Forum Supports DuPagePads](https://www.forumfinancial.com/spirit-of-giving-forum-supports-dupagepads/) - Forum supports DuPage Pads and their efforts to end homelessness in DuPage County. Forum Partner Mary Pat Wesche has worked with DuPagePads for 20 years.
- [The Impact of the SECURE Act](https://www.forumfinancial.com/the-impact-of-the-secure-act/) - Nirav Batavia explains how the SECURE Act entails some of the largest changes to retirement planning in the past few years, including changes for IRAs and RMDs.
- [Diversification Drives Higher Expected Returns, Not Just Less Risk](https://www.forumfinancial.com/diversification-drives-higher-expected-returns-not-just-less-risk/) - Forum Financial shares how the benefit of diversification has mostly been researched as a risk story, but there is a very important return benefit as well.
- [How Extraordinary? Reflections On Past Elections and Their Market Impacts](https://www.forumfinancial.com/reflections-on-past-elections-and-market-impacts/) - Referencing Lin-Manuel Miranda’s “Hamilton” and his idea on legacy, Jonathan Rogers discusses the history of elections and their effect on the stock market.
- [Marie Stark Joins Forum Partner Group](https://www.forumfinancial.com/marie-stark-joins-forum-partner-group/) - Marie Stark, CPA has been named a partner for Forum Financial Management, assisting clients from her offices in Cohoes, New York.
- [Financial Planning Items to Start 2021](https://www.forumfinancial.com/financial-planning-items-to-start-2021/) - Forum Financial Partner Mary Pat Wesche highlights six financial planning items to consider when beginning to prepare for 2021.
- [The Year 2020 in 4 Charts](https://www.forumfinancial.com/the-year-2020-in-4-charts/) - Forum Financial Management provides perspective on the fourth quarter of 2020 with a list of market and economic anomalies as we enter 2021.
- [How to Achieve Your Goals in 5 Steps](https://www.forumfinancial.com/how-to-achieve-your-goals-in-5-steps/) - Read this blog from Forum Advisor Juan Ros as he outlines how to achieve your goals in 5 steps using the SMART method.
- [Forum Surpasses $5 Billion in Assets](https://www.forumfinancial.com/forum-surpasses-5-billion-in-assets/) - Forum Financial Management, LP has grown to more than $5.3 billion of assets managed or serviced as of December 31, 2020.
- [How Diversification Helped Your Portfolio in 2021](https://www.forumfinancial.com/how-diversification-helped-your-portfolio-in-2021/) - Forum Financial Management shares perspective on the second quarter of 2021 and reminds investors of the importance of diversification over the long term.
- [2022 Financial Planning Checklist: 10 Things to Consider](https://www.forumfinancial.com/2022-financial-planning-checklist-10-things-to-consider/) - Forum Financial Management highlights several financial planning areas with 10 things to consider in 2022 when setting goals for the new year.
- [4 Charts That Help Define 2021](https://www.forumfinancial.com/4-charts-that-help-define-2021/) - Forum Financial offers perspective on 2021 with a list of market and economic topics top of mind that helped define the year as we make our way into 2022.
- [Mid-Career Financial Planning Considerations](https://www.forumfinancial.com/mid-career-financial-planning-considerations/) - Forum Financial Advisor Joey Schultz introduces financial planning topics that individuals should consider long before they reach retirement.
- [Dan Drallmeier Joins Forum Partner Group](https://www.forumfinancial.com/dan-drallmeier-joins-forum-partner-group/) - Read as Forum announces its newest Partner Daniel Drallmeier. Since joining Forum in 2012, Dan has been a portfolio trader, financial advisor and named partner.
- [Making Smart Decisions Around Purchasing a House](https://www.forumfinancial.com/making-smart-decisions-around-purchasing-a-house/) - Read as Forum Financial shares financial considerations for making a smart decision around purchasing a home.
- [What Is the Market Telling Us About Inflation and Interest Rates?](https://www.forumfinancial.com/what-is-the-market-telling-us-about-inflation-and-interest-rates/) - Forum Financial shares their perspective on the first quarter of 2022 by explaining Federal Reserve rate hikes, inflation and higher interest rates.
- [How to Give Away Money Like a Billionaire](https://www.forumfinancial.com/how-to-give-away-money-like-a-billionaire/) - Forum Financial Advisor Juan Ros outlines three lessons on giving charitably for non-billionaires as modeled by philanthropist MacKenzie Scott.

## Pages

- [Forum Financial](https://www.forumfinancial.com/) - Consider Forum Financial as you set long term financial goals. Let us help build a strong financial plan that aligns with your vision, values and lifestyle.
- [Our Team](https://www.forumfinancial.com/our-team/) - Get to know our team of Forum Partners and Advisors. Our experienced advisors work with Forum clients nationwide to help them plan their financial future.
- [Connect](https://www.forumfinancial.com/connect/) - Connect with a Forum Advisor near you or select from our financial planning interests. Find an advisor who can help you achieve your financial life goals.
- [Your Experience](https://www.forumfinancial.com/your-experience/) - View our specialty areas of service most applicable to your stage in life. Explore your options and learn which financial planning areas we can help you with.
- [Privacy Policy](https://www.forumfinancial.com/privacy-policy/) - Last Updated March 2026 Forum Financial Management, LP (referred to herein as “Forum,” “we,” “us,” or “our”) has adopted this Privacy Notice with recognition that protecting the privacy and security of the personal information we obtain about our current and prospective clients is an important responsibility. We also know that you expect us to
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## All Members

- [Jacqueline Adler](https://www.forumfinancial.com/profile/jacqueline-adler/) - Get to know Financial Advisor Jacqueline Adler. Based in Laguna Beach, Jackie focuses her practice on women and couples, either approaching or in retirement.
- [Tatiana Sunik](https://www.forumfinancial.com/profile/tatiana-sunik/) - Get to know Forum Financial advisor Tatiana Sunik. Tatiana works with Forum clients with a special focus on empowering women to achieve financial independence.
- [Dan Breier](https://www.forumfinancial.com/profile/dan-breier/) - Get to know Financial Advisor Dan Breier. Based in the Forum Lombard office, Dan has a passion to help people make better decisions with their money.
- [Heidi Verbiscer](https://www.forumfinancial.com/profile/heidi-verbiscer/) - Connect with Forum Advisor Heidi Verbiscer. Based in the Forum Shorewood office, Heidi specializes in accounting, tax and wealth planning for Forum clients.
- [Zach Boyd](https://www.forumfinancial.com/profile/zach-boyd/) - Get to know Financial Advisor Zach Boyd. Based in the Forum Reno office, he builds portfolios with tax efficiency in mind, helping clients achieve their goals.
- [Harsh Dev](https://www.forumfinancial.com/profile/harsh-dev/) - Get to know Forum Financial Advisor Harsh Dev. Based in Highland Beach, Harsh provides a rare and well-rounded perspective on markets to his clients.
- [Rob Wurzburg](https://www.forumfinancial.com/profile/rob-wurzburg/) - Meet Forum Advisor Rob Wurzburg. Based in the Forum San Antoniooffice, Rob helps Forum clients create financial plans to help them achieve goals.
- [Steve Minturn](https://www.forumfinancial.com/profile/steve-minturn/) - Connect with Forum Advisor Steven Minturn. Based in the Forum Lakewood office, Steve focusses on helping Forum clients with financial planning.
- [Tyler Lallone](https://www.forumfinancial.com/profile/tyler-lallone/) - Get to know Client Service Associate Tyler Lallone. Based in the Forum Thousand Oaks office, he helps advisors support clients and their financial goals.
- [Emily Hernandez](https://www.forumfinancial.com/profile/emily-hernandez/) - Get to know Product and Technology Analyst Emily Hernandez. Based in the Forum Lombard office, Emily works to support our advisors and technology team.
- [Mark Schmulen](https://www.forumfinancial.com/profile/mark-schmulen/) - Connect with Financial Advisor Mark Schmulen. Based in the Forum Houston office, Mark helps Forum clients build strong financial goals.
- [Greg Horne](https://www.forumfinancial.com/profile/greg-horne/) - Get to know Client Service Associate Greg Horne. Based in the Thousand Oaks office, Greg supports financial advisors in helping clients achieve their goals.
- [Neal Halawa](https://www.forumfinancial.com/profile/neal-halawa/) - Seek financial planning guidance from Financial Advisor Neal Halawa. Based in the Forum Lombard office, Neal specializes in health care planning.
- [Zach Mindel](https://www.forumfinancial.com/profile/zachary-mindel/) - Get to know Financial Advisor Zach Mindel. Based in the Bellingham office, Zachary offers financial guidance and specializes in military financial planning.
- [David McClellan](https://www.forumfinancial.com/profile/david-mcclellan/) - Connect with Forum Partner David McClellan based in Austin, Texas. David focuses on retirement planning and Medicare and healthcare expenses in retirement.
- [Youmna Hadchity](https://www.forumfinancial.com/profile/youmna-hadchity/) - Connect with HR and Payroll Coordinator Youmna Hadchity. Based in the Forum Lombard office, she is a part of the financial services team.
- [Caroline Caesar](https://www.forumfinancial.com/profile/caroline-caesar/) - Get to know Senior Account Coordinator and Billing Specialist Caroline Caesar. Based in the Forum Lombard office, Caroline works with the backoffice team.
- [Joey Schultz](https://www.forumfinancial.com/profile/joey-schultz/) - Meet Partner Joey Schultz. Based in the Forum Greenwood Village office, he serves clients as a fiduciary, planning to help them reach financial goals.
- [Alan Hambourger](https://www.forumfinancial.com/profile/alan-hambourger/) - Meet Financial Advisor Alan Hambourger. Based in one of Forum's Florida offices, Alan's areas of focus are estate, retirement and tax planning for clients.
- [Jenny Stange](https://www.forumfinancial.com/profile/jenny-stange/) - Meet Client Service Associate Jenny Stange. Based in the Forum Lombard office, Jenny serves advisors in helping their clients reach their financial goals.
- [Emily Smith](https://www.forumfinancial.com/profile/emily-smith/) - Get to know Compliance Analyst Emily Smith. Based in the Forum Lombard office, Emily is a part of the compliance team, supporting Forum advisors.
- [Megan Janssen](https://www.forumfinancial.com/profile/megan-janssen/) - Meet Forum Financial Advisor Megan Janssen. Based in Carbondale Colorado, she enjoys working with folks across the spectrum helping them build their wealth.
- [Sage D'Aprile](https://www.forumfinancial.com/profile/sage-daprile/) - Get to know Financial Advisor Sage D'Aprile. Based in the Cohoes office, Sage helps client plan for their financial future with a specialty in VA benefits.
- [Mitchell Steinke](https://www.forumfinancial.com/profile/mitchell-steinke/) - Get to know Paraplanner Mitchell Steinke. Based in the Thousand Oaks office, Mitchell is a part of the client services team assisting advisors with clients.
- [Juan Ros](https://www.forumfinancial.com/profile/juan-ros/) - Based in the Forum Scottsdale Office, Partner Juan Ros provides financial planning for charitable giving, philanthropic planning and retirement.
- [Carter Garvey](https://www.forumfinancial.com/profile/carter-garvey/) - Get to know paraplanner Carter Garvey. Based in the Forum Roswell office, Carter supports Forum advisors in helping clients plan their financial future.
- [Janeen Blecker](https://www.forumfinancial.com/profile/janeen-blecker/) - Get to know Senior Client Associate Janeen Blecker. Based in the Forum Roswell office, Janeen supports in helping clients plan their financial goals.
- [Tyler Kurata](https://www.forumfinancial.com/profile/tyler-kurata/) - Get to know Trader Tyler Kurata. Based in the Forum Lombard office. Tyler will work within the trading team, supporting Forum advisors and clients.
- [Robert Fezza](https://www.forumfinancial.com/profile/robert-fezza/) - Meet Forum Partner Robert Fezza. Based in the Forum Roswell office, Robert works alongside Forum Partner Steve Siders, helping clients achieve their goals.
- [Steve Siders](https://www.forumfinancial.com/profile/steve-siders/) - Meet Forum Partner Steve Siders. Based in the Forum Roswell office, Steve works alongside Forum Partner Robert Fezza helping clients meet their financial goals.
- [Mark Bulmer](https://www.forumfinancial.com/profile/mark-bulmer/) - Meet Forum Advisor Mark Bulmer. Based in Forum's High Point office, he helps clients craft comprehensive plans that create a strategy for achieving their goals.
- [Veronica Adame](https://www.forumfinancial.com/profile/veronica-adame/) - Connect with Client Service Associate Veronica Adame. Based in the Forum Lombard office, Veronica works with assisting Forum clients.
- [Asher Witham](https://www.forumfinancial.com/profile/asher-witham/) - Meet Financial Advisor Asher Witham. Based in the Forum Thousand Oaks office, he works with Forum clients to help them achieve their financial goals.
- [Bill Finn](https://www.forumfinancial.com/profile/bill-finn/) - Get to know Marketing Coordinator Bill Finn. Based in the Forum Lombard office, Bill focusses on brand awareness and digital marketing for Forum Financial.
- [Sanjay Sharma](https://www.forumfinancial.com/profile/sanjay-sharma/) - Get to know Chief Technology Officer Sanjay Sharma. Based in the Forum Lombard office, Sanjay spearheads the various technological initiatives for Forum.
- [Judi Rossetti](https://www.forumfinancial.com/profile/judi-rossetti/) - Connect with Financial Advisor Judi Rossetti. Based in the Forum Northbrook office, her focus involves listening to clients and their unique goals and values.
- [Stefana Szytec](https://www.forumfinancial.com/profile/stefana-szytec/) - Meet Manager, Onboarding and Advisor Support Stefana Szytec. Based in the Forum Lombard office, Stefana assist all new Forum advisors and RIAs.
- [Bozena Hudek](https://www.forumfinancial.com/profile/bozena-hudek/) - Connect With Senior Client Relationship Associate Bozena Hudek. Based in the Forum Northbrook office, Bozena supports the firm’s partners and advisors by assisting clients.
- [Megan Martin](https://www.forumfinancial.com/profile/megan-martin/) - Connect with Forum Advisor Megan Martin. Based in the Forum Northbrook office, Megan enjoys helping her clients get through the challenges of financial planning.
- [Jeff Doblin](https://www.forumfinancial.com/profile/jeff-doblin/) - Seek financial guidance from Partner Jeff Doblin. Based in the Forum Northbrook office, Jeff can help reduce the stress related to financial planning.
- [Dennis Michon](https://www.forumfinancial.com/profile/dennis-michon/) - Connect with Forum Advisor Dennis Michon. Based in the Forum Orland Park office, Dennis focuses on tax, business and financial planning.
- [Lou Ann Lisack](https://www.forumfinancial.com/profile/lou-ann-lisack/) - Connect with Financial Advisor Lou Ann Lisack. Based in the Forum Orland Park office, Lou Ann helps her clients in all phases of tax and business planning.
- [Laura Norek](https://www.forumfinancial.com/profile/laura-norek/) - Start a conversation with Chief People Officer Laura Norek on joining Forum Financial to reimagine what is possible on your career journey.
- [Shannon Hull](https://www.forumfinancial.com/profile/shannon-hull/) - Connect With Financial Planning Associate Shannon Hull. Based in the Forum Lombard office, Shannon helps partners and advisors in serving their clients.
- [Ben Sevcik](https://www.forumfinancial.com/profile/ben-sevcik/) - Meet Forum Advisor Ben Sevcik. Based in the Forum Lombard office, Ben helps Forum clients financially plan with a specialty in tax and accounting.
- [Carisis Martinez](https://www.forumfinancial.com/profile/carisis-martinez/) - Connect with Marketing Manager Carisis Martinez from the Forum Marketing team. Carisis is based in the Forum Lombard office, serving advisors with the CMO.
- [Andrew Alter](https://www.forumfinancial.com/profile/andrew-alter/) - Connect with Forum Financial Advisor Andrew Alter. Based in the Forum Manalapan office, Andrew helps clients navigate and achieve their financial goals.
- [Dominic Dominguez](https://www.forumfinancial.com/profile/dominic-dominguez/) - Connect with Digital Marketing Manager Dominic Dominguez from the Forum Marketing team. Based in the Forum Lombard office, Dominic serves Forum advisors and associates.
- [Vince Nardi](https://www.forumfinancial.com/profile/vince-nardi/) - Connect with Forum Advisor Vince Nardi. Based in the Forum Chicago office, Vince is dedicated to helping Forum clients build sustainable financial plans.
- [Jay Pink](https://www.forumfinancial.com/profile/jay-pink/) - Get to know Forum Advisor Jay Pink. Based in Sonora, California, Jay works with Forum clients to plan for their financial futures.
- [Kevin Benson](https://www.forumfinancial.com/profile/kevin-benson/) - Get to know Forum Financial Advisor Kevin Benson. Based in the Forum High Point office, Kevin works to help clients build their financial plans.
- [Christopher Lamia](https://www.forumfinancial.com/profile/christopher-lamia/) - Learn about Forum Partner Christopher Lamia. Based in the Forum Thousand Oaks office, Chris builds wealth management plans for business owners and families.
- [Ryan Zink](https://www.forumfinancial.com/profile/ryan-zink/) - Connect with Forum Advisor Ryan Zink. Based in the Forum St. Charles office, Ryan helps clients develop balanced financial plans based on their goals.
- [Sam Williams](https://www.forumfinancial.com/profile/sam-williams/) - Connect with Financial Advisor Sam Williams. Based in the Forum Midlothian office, Sam works with families and small business owners with financial planning.
- [Brooks White](https://www.forumfinancial.com/profile/brooks-white/) - Connect with Forum Advisor Brooks White. Based in the Forum Thousand Oaks office, Brooks helps Forum clients plan their financial goals.
- [Michelle Weindruch](https://www.forumfinancial.com/profile/michelle-weindruch/) - Get to know Forum Advisor Michelle Weindruch. Based in the Northfield office, Michelle helps clients build financial plans with a focus on financial literacy.
- [Arvin Weindruch](https://www.forumfinancial.com/profile/arvin-weindruch/) - Learn about Forum AdvisorArvin Weindruch. Based in the Forum Northfield office, Arvin specializes in the integration of tax and estate planning for clients.
- [Joe Vogenthaler](https://www.forumfinancial.com/profile/joseph-vogenthaler/) - Meet Financial Advisor Joe Vogenthaler. Based in the Forum Chicago office, Joe helps individuals, families and business owners achieve their financial goals.
- [John Vires](https://www.forumfinancial.com/profile/john-vires/) - Meet Financial Advisor John Vires. Based in the Forum Lisle Office, John helps clients with estate planning, investment management and retirement planning.
- [Marie Stark](https://www.forumfinancial.com/profile/marie-stark/) - Get to know Forum Partner Marie Stark. Based in the Forum Cohoes Office, Marie helps clients develop tax conscious strategies when building financial plans.
- [Seth Stammler](https://www.forumfinancial.com/profile/seth-stammler/) - Connect With Forum Advisor Seth Stammler. Based in the Forum Rhinebeckoffice, Seth helps clients develop an evidence-based portfolio management strategy.
- [Matt Spokas](https://www.forumfinancial.com/profile/matt-spokas/) - Read about Financial Advisor Matt Spokas based in the Forum Lombard office. Matt specializes in tax planning and oversees the Finance department for Forum.
- [Joseph Spokas](https://www.forumfinancial.com/profile/joseph-spokas/) - Connect with Forum Advisor Joseph Spokas. Based in the Forum Lombard office, Joseph specializes in accounting and financial planning for Forum clients.
- [Naya Sou](https://www.forumfinancial.com/profile/naya-sou/) - Connect with Forum Advisor Naya Sou. Based in the Forum Lansing office, Naya helps clients through one-on-one coaching to build financial confidence.
- [Tyler Smith](https://www.forumfinancial.com/profile/tyler-smith/) - Connect with Forum Advisor Tyler Smith. Based in the Forum Denver office, Tyler works with business owners and executives saving for future financial goals.
- [Stephen Senesac](https://www.forumfinancial.com/profile/stephen-senesac/) - Connect with Forum Advisor Stephen Senesac. Based in the Forum Sarasota office, Stephen provides comprehensive investment, tax and risk management advice.
- [David Seery](https://www.forumfinancial.com/profile/david-seery/) - Connect with Forum Advisor David Seery. Based in the Forum Thousand Oaks office, David works with Forum clients to achieve their financial goals.
- [Kyle Schroeder](https://www.forumfinancial.com/profile/kyle-schroeder/) - Connect with Forum Advisor Kyle Schroeder. Based in the Forum Lombard office, Kyle helps Forum clients build strong financial plans for their future.
- [Julie Schatz](https://www.forumfinancial.com/profile/julie-schatz/) - Meet Forum Partner Julie Schatz. Based in the Forum Menlo Park office, Julie works alongside Partner Jennifer Cray guiding clients on their financial journey.
- [Logan Sanders](https://www.forumfinancial.com/profile/logan-sanders/) - Learn about Forum Advisor Logan Sanders. Based in the Forum Thousand Oaks Office, Logan provides financial planning guidance to Forum clients.
- [Jonathan Rogers](https://www.forumfinancial.com/profile/jonathan-rogers/) - Meet Co-Managing Partner Jonathan Rogers. Jonathan works with leaders across the organization while being a fiduciary advisor in the Forum Lombard office.
- [Martin Pomrehn](https://www.forumfinancial.com/profile/martin-pomrehn/) - Connect with Financial Advisor Martin Pomrehn. Based in the Forum Oak Brook office, Martin helps clients and business owners to achieve their financial goals.
- [Marvin Peplow](https://www.forumfinancial.com/profile/marvin-peplow/) - Connect with Forum Advisor Marvin Peplow. Based in the Forum Bartlett office, Marvin focusses on helping Forum clients with small business planning.
- [Linda Parks](https://www.forumfinancial.com/profile/linda-parks/) - Get to know Forum financial advisor Linda Parks. Based in New York, Linda enjoys helping individuals and small business owners build strong financial plans.
- [Meghan Nolan](https://www.forumfinancial.com/profile/meghan-nolan/) - Connect with Forum Advisor Meghan Nolan. Based in the Forum Lombard office, Meghan is passionate about helping plan for a successful financial future.
- [William Morrison Jr.](https://www.forumfinancial.com/profile/william-morrison-jr/) - Connect with Advisor William Morrison. Based in the Forum St. Charles office, Bill helps clients with investing, tax decisions and retirement.
- [Michael Moles](https://www.forumfinancial.com/profile/michael-moles/) - Connect with Forum Advisor Michael Moles. Based in the Forum Chicago office, Michael helps Forum clients build strong financial goals.
- [Norbert Mindel](https://www.forumfinancial.com/profile/norbert-mindel/) - Meet Forum Partner Norm Mindel based in the Forum Cave Creek office. Norm is an experienced wealth manager and advisor to high net worth clients and businesses.
- [Brandon Meyer](https://www.forumfinancial.com/profile/brandon-meyer/) - Get to know Forum Advisor Brandon Meyer. Based in the Sonora, California office, Brandon helps Forum client build their long term financial plan.
- [Robert Methven](https://www.forumfinancial.com/profile/robert-methven/) - Learn more about Forum Partner Robert Methven. Based in the Forum Midlothian Office, Rob's areas of focus are retirement, insurance and educational planning.
- [Liam Methven](https://www.forumfinancial.com/profile/liam-methven/) - Meet Financial Advisor Liam Methven. Based in the Midlothian office, Liam works with clients to understand their needs and navigate their financial journeys.
- [Eric McGinnis](https://www.forumfinancial.com/profile/eric-mcginnis/) - Connect with Forum Advisor Eric McGinnis. Based in the Forum Gig Harbor office, Eric approaches financial planning with an evidence-based mindset.
- [A. Andrew Marwede](https://www.forumfinancial.com/profile/a-andrew-marwede/) - Learn about Forum Partner A. Andrew Marwede. Based in the Forum Lake Forest office, Andy provide financial advice for business owners and retirees.
- [Michal Martinek](https://www.forumfinancial.com/profile/michal-martinek/) - Get to know Forum Financial Advisor Michal Martinek. Based in the Forum Lombard office, Michal helps Forum clients achieve their financial planning goals.
- [Steven Martin](https://www.forumfinancial.com/profile/steven-martin/) - Connect with Forum Advisor Steve Martin. Based in the Forum Lombard office, Steve specializes in insurance, tax and estate planning.
- [David Lennon](https://www.forumfinancial.com/profile/david-lennon/) - Connect with Forum Advisor David Lennon. Based in the Forum Joliet office, David specializes in integrating income tax planning for individuals and businesses.
- [Jason Leal](https://www.forumfinancial.com/profile/jason-leal/) - Meet Financial Advisor Jason Leal. Based in the San Antonio office, Jason helps clients with a data-driven approach, ensuring actions that fit their needs.
- [James Lapera](https://www.forumfinancial.com/profile/james-lapera/) - Connect with Financial Advisor James Lapera. Based in the Forum Lombard office, James uses his tax experience to help clients achieve their financial goals.
- [Michael Kite](https://www.forumfinancial.com/profile/michael-kite/) - Connect with Forum Advisor Michael Kite. Based in the Forum Lombard office, Michael helps clients with their wealth management needs as an advisor and attorney.
- [Howard Kite](https://www.forumfinancial.com/profile/howard-kite/) - Get to know Forum Partner Howard Kite. Based in the Forum Lombard office, Howard focuses on risk management to help people plan for their financial future.
- [J. David Huskin](https://www.forumfinancial.com/profile/j-david-huskin/) - Meet Forum Advisor J. David Huskin. Based in the Forum Mequonoffice, Dave assists clients through insurance, estate, education and tax planning.
- [Eric Hrebic](https://www.forumfinancial.com/profile/eric-hrebic/) - Connect with Forum Advisor Eric Hrebic. Based in the Forum Lombard office, Eric enjoys helping clients find solutions to help them achieve their goals.
- [Marcus Heinrich](https://www.forumfinancial.com/profile/marcus-heinrich/) - Get to know Forum Advisor Marcus Heinrich. Based in the St. Petersburg office, Marcus works with business owners with a focus in retirement and succession.
- [Jack Grzenia](https://www.forumfinancial.com/profile/jack-grzenia/) - Connect with Forum Advisor Jack Grzenia. Based in the Forum Oak Brook office, Jack helps clients build long term financial plans in line with their goals.
- [Chris Genzler](https://www.forumfinancial.com/profile/chris-genzler/) - Meet Forum Advisor Chris Genzler. Based in the Forum Lombard office, Chris assists families with long-term care planning, college and retirement planning.
- [Debi Gardi](https://www.forumfinancial.com/profile/debi-gardi/) - Connect with Forum Advisor Debi Gardi. Based in the Forum Sarasota office, Debi helps Forum clients build strong financial goals.
- [Karma Forrestal](https://www.forumfinancial.com/profile/karma-forrestal/) - Get to know Forum Partner Karma Forrestal. Based in the Forum Lombard office, Karma is committed to helping individuals become financially independent.
- [Daniel Drallmeier](https://www.forumfinancial.com/profile/daniel-drallmeier/) - Meet Forum Partner Daniel Drallmeier. Based in the Forum Lombard office, Dan is committed to helping clients plan for a sound financial future.
- [Amanda D'Aprile](https://www.forumfinancial.com/profile/amanda-daprile/) - Seek financial planning guidance from Financial Advisor Amanda D'Aprile. Based in the Forum Cohoes office, Amanda specializes in tax and retirement planning.
- [Jennifer Cray](https://www.forumfinancial.com/profile/jennifer-cray/) - Meet Forum Partner Jennifer Cray. Based in the Menlo Park office, Jennifer helps working professionals, often working in tech, focus on their financial health.
- [Thomas Campbell](https://www.forumfinancial.com/profile/thomas-campbell/) - Connect with Financial Advisor Thomas Campbell. Based in the Forum Naperville office, Thomas helps clients navigate financial matters related to divorce.
- [Nicole Campbell](https://www.forumfinancial.com/profile/nicole-campbell/) - Seek financial planning guidance from Financial Advisor Nicole Campbell. Based in the Forum St. Charles office, Nicole focuses on financial empowerment.
- [Kit Bradley](https://www.forumfinancial.com/profile/kit-bradley/) - Connect with Forum Advisor Kit Bradley. Kit helps Forum clients create actionable plans to help them achieve short and long term financial goals.
- [Jeff Bogdanovich](https://www.forumfinancial.com/profile/jeff-bogdanovich/) - Meet Forum Partner Jeff Bogdanovich. Based in the Edmonds, Washington office, Jeff has over 40 years of experience working in financial services for clients.
- [Nirav Batavia](https://www.forumfinancial.com/profile/nirav-batavia/) - Learn about Forum Co-Managing Partner Nirav Batavia. Based in the Forum Lombard Office, Nirav serves as the Chief Technology Officer and is a financial advisor.
- [Luke Adam](https://www.forumfinancial.com/profile/luke-adam/) - Connect with Financial Advisor Luke Adam. Based in the Forum Lombard office, Luke helps Forum clients create a comprehensive and balanced financial plan.
- [John Adam](https://www.forumfinancial.com/profile/john-adam/) - Meet Forum Partner John Adam. Based in the Forum Lombard office, John specializes in retirement planning, matching the needs and goals of Forum clients.
- [Andrew Smith](https://www.forumfinancial.com/profile/andrew-smith/) - Get to know Forum Financial Advisor Andrew Smith. Based in the Trumansburg office, Andrew works with clients at creating a goals-driven financial journey.
- [Amy Karp](https://www.forumfinancial.com/profile/amy-karp/) - Connect with Finance Team member Amy Karp at Forum Financial. Based in the Forum Lombard office, Amy serves as the Senior Accountant in the Finance Department.
- [Ashari Henderson](https://www.forumfinancial.com/profile/ashari-henderson/) - Get to know Senior Account Coordinator and Billing Specialist Ashari Henderson. Based in our Forum Lombard office, Ashari is a part of the advisor services team.
- [Kyana Craig](https://www.forumfinancial.com/profile/kyana-craig/) - Meet Senior Onboarding and Advisor Support Associate Kyana Craig. Based in the Forum Lombard office, Kyana assists with the onboarding of all Forum advisors.
- [Lacy Roach](https://www.forumfinancial.com/profile/lacy-roach/) - Connect with Senior Compliance Associate Lacy Roach. Based in the Forum Lombard office, Lacy works within compliance to aid Forum advisors and associates.
- [Sharon Bowler](https://www.forumfinancial.com/profile/sharon-bowler/) - Connect with Sharon Bowler from Forum’s Client Services team. Sharon is based in the Forum Lombard office, serving financial advisors and their clients.
- [Mac Davis](https://www.forumfinancial.com/profile/mac-davis/) - Read about COO Mac Davis based in the Forum Lombard office. Mac is a part of the Forum Financial Management executive team.
- [Brittany Franklin](https://www.forumfinancial.com/profile/brittany-franklin/) - Connect with Compliance Associate Brittany Franklin. Brittany is based in the Forum Lombard office where she helps advisors and associates with various tasks.
- [Mary Claire Hellman](https://www.forumfinancial.com/profile/mary-claire-hellman/) - Connect with Onboarding and Advisor Support Associate Mary Claire Hellman. Based in the Forum Lombard office, Mary Claire assists the setup of new advisors.
- [Jaden Lyons](https://www.forumfinancial.com/profile/jaden-lyons/) - Connect with Paraplanner Jaden Lyons. Based in the Forum Thousand Oaks office, Jaden works with advisors helping to serve clients.
- [Allison Tronnes](https://www.forumfinancial.com/profile/allison-tronnes/) - Read about Chief Compliance Officer Allison Tronnes. Based in the Forum Lombard office, Allison manages the compliance program and various policies at Forum.
- [Karonda Gavin](https://www.forumfinancial.com/profile/karonda-gavin/) - Connect with Karonda Gavin from the Forum Advisor Services team. Karonda is based in the Forum Lombard office, as a part of the Backoffice group.
- [Brett Bordlee](https://www.forumfinancial.com/profile/brett-bordlee/) - Connect with Chief of Staff Brett Bordlee. Based in the Forum Lombard office, Brett is a part of the Advisor Services team at Forum.
- [Jessica Mortenson](https://www.forumfinancial.com/profile/jessica-mortenson/) - Connect With Client Service Associate Jessica Mortenson. Based in the Forum Mequon office, Jessica works with partners and advisors to serve their clients.
- [Rich Berendson](https://www.forumfinancial.com/profile/rich-berendson/) - Get to know Director of Finance Rich Berendson. Based in the Forum Lombard office, Rich is a member of our Forum Management Team.
- [Ezequiel Mendoza](https://www.forumfinancial.com/profile/ezequiel-mendoza/) - Get to know Account Coordinator and Billing Specialist Ezequiel Mendoza. Based in the Forum Lombard office, Ezequiel is a part of the advisor services team.
- [Debbie Manno](https://www.forumfinancial.com/profile/debbie-manno/) - Meet Advisor Support Specialist Debbie Manno. Based in the Forum Lombard office, Debbie oversees the onboarding of all advisors and RIAs.
- [Jonathan Cuthbert](https://www.forumfinancial.com/profile/jonathan-cuthbert/) - Connect with Trader Jonathan Cuthbert. Based in the Forum Lombard office, Jonathan is a part of the advisor services team, assisting Forum clients and advisors.
- [Karen Arenz](https://www.forumfinancial.com/profile/karen-arenz/) - Connect with Karen Arenz from the Forum Client Services team. Karen is based in the Forum Lombard office, helping Forum clients and advisors.
- [Canaan Knapp](https://www.forumfinancial.com/profile/canaan-knapp/) - Connect with Operations Manager Canaan Knapp. Based in the Forum Thousand Oaks office, Canaan works with advisors helping to serve clients.
- [Katie Shinnick](https://www.forumfinancial.com/profile/katie-shinnick/) - Get to know Client Service Associate Katie Shinnick. Based in the Forum Menlo Park office, Katie works alongside Partners Julie Schatz and Jennifer Cray.
- [Nikki Hopson](https://www.forumfinancial.com/profile/nikki-hopson/) - Connect With Advisor Development and Supervision Manager Nikki Hopson. Based in the Forum Lombard office, Nikki focuses on advisor training and development.
- [Ali Sobieszek](https://www.forumfinancial.com/profile/ali-sobieszek/) - Connect with HR team member Ali Sobieszek. Based in the Forum Lombard office, Ali serves as the HR Managerrecruiting and onboarding new Forum associates.
- [Drew Shinnick](https://www.forumfinancial.com/profile/drew-shinnick/) - Meet Client Service Associate Drew Shinnick. Based in the Menlo Park office, Drew works with Partners Julie Schatz and Jennifer Cray assisting Forum clients.
- [Irene Compra](https://www.forumfinancial.com/profile/irene-compra/) - Connect with Client Service Associate Irene Compra. Based in the Forum Lombard office, Irene works with financial advisors helping to serve their clients.
- [Jessica Haages](https://www.forumfinancial.com/profile/jessica-haages/) - Connect with Client Service Associate Jessica Haages. Based in the Forum Lombard Office, Jessica is a resource to financial advisors and their clients.
- [Jennifer Drufke](https://www.forumfinancial.com/profile/jennifer-drufke/) - Meet Client Service Associate Jennifer Drufke. Based in the Forum Lombard office, she assists financial advisors as they help clients achieve financial goals.
- [Jamie Di Bari](https://www.forumfinancial.com/profile/jamie-di-bari/) - Get to know Client Service Associate Jamie Di Bari. Based in the Forum Lombard office, Jamie assists financial advisors with servicing Forum clients.
- [Matthew Harrigan](https://www.forumfinancial.com/profile/matthew-harrigan/) - Connect With Client Service Associate Matthew Harrigan. Based in the Forum Lombard office, Matthew assists financial advisors in serving their clients.
- [Danny Simpliciano](https://www.forumfinancial.com/profile/danny-simpliciano/) - Meet Client Service Associate Danny Simpliciano. Based in the Thousand Oaks office, Danny works with Forum advisors helping to serve their clients.
- [Anne Methven](https://www.forumfinancial.com/profile/anne-methven/) - Connect with Anne Methven from Forum’s Client Services team. Anne is based in the Forum Midlothian office, serving financial advisors and their clients.
- [Niki Theil](https://www.forumfinancial.com/profile/niki-theil/) - Get to know Client Service Associate Niki Theil. Based in the Menlo Park office, Niki services Forum clients alongside Partners Julie Schatz and Jennifer Cray.
- [Andrew Carava](https://www.forumfinancial.com/profile/andrew-carava/) - Meet Trader Andrew Carava. Based in the Forum Lombard office, Andrew assists financial advisors as a part of the backoffice team.
- [Nancy Caesar](https://www.forumfinancial.com/profile/nancy-caesar/) - Connect with Nancy Caesar from the Forum Advisor Services team. Nancy is based in the Forum Lombard office, serving financial advisors.
- [Aliza Khan](https://www.forumfinancial.com/profile/aliza-khan/) - Connect with Aliza Khan from the Forum Advisor Services team. Aliza is based in the Forum Lombard office, serving financial advisors in the back-office.
- [Matt Ramos](https://www.forumfinancial.com/profile/matt-ramos/) - Connect with Advisor Support Matt Ramos from the Forum Advisor Services team. Matt is based in the Forum Lombard office, serving financial advisors.
- [Manny Robles](https://www.forumfinancial.com/profile/manny-robles/) - Connect with Senior Trader Manny Robles from the Forum Advisor Services team. Manny is based in the Forum Lombard office, serving financial advisors.
- [Pranil Vitha](https://www.forumfinancial.com/profile/pranil-vitha/) - Connect with Backoffice Associate Pranil Vitha. Based in the Forum Lombard office, Pranil works closely with our financial advisors in advisor services.
- [Jacqueline Arenas](https://www.forumfinancial.com/profile/jacqueline-arenas/) - Read about Director of Client Services Jacqueline Arenas. Based in the Forum Lombard office, Jackie assists advisors and oversees the client services group.
- [Scott Krajacic](https://www.forumfinancial.com/profile/scott-krajacic/) - Connect with Trading Manager Scott Krajacic from the Forum Advisor Services team. Scott is based in the Forum Lombard office, serving financial advisors.
- [Laura Latragna](https://www.forumfinancial.com/profile/laura-latragna/) - Read about Chief Marketing Officer Laura Latragna based in the Forum Lombard office. Laura oversees and works with members of the Forum Marketing Team.
- [Brian Shapiro](https://www.forumfinancial.com/profile/brian-shapiro/) - Read about Advisor Development Officer Brian Shapiro. Based in the Forum Lombard office Brian focuses on recruiting financial advisors and RIA firms.