OUR TEAM
Dedicated Advisors
With Down-to-Earth
Demeanor
Your Journey Toward Financial
Confidence Starts Right Here
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PARTNERS AND ADVISORS
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Karen Arenz
Client Services & Advisor Support Liaison
Lombard, IL 60148
Sharon Bowler
Client Service Associate
Lombard, IL 60148
Karen Caselli
CFP® | Client Service Associate
South Miami, FL 33143
Irene Compra
Client Service Associate – Training Support
Lombard, IL 60148
Paola Corrales
Client Service Associate
South Miami, FL 33143
Jessica Haages
Client Service Associate
Lombard, IL 60148
Matthew Harrigan
Client Service Associate
Lombard, IL 60148
Bozena Hudek
Client Service Associate
Skokie, IL 60076
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ADVISOR SERVICES
Veronica Adame
Account Coordinator and Billing Specialist
Lombard, IL 60148
Brittany Boyle
Administrative Assistant
Lombard, IL 60148
Nancy Caesar
Project Manager
Lombard, IL 60148
Dominic Dominguez
Marketing Specialist
Lombard, IL 60148
Bailey Drake
CSCP | Compliance Liaison
Lombard, IL 60148
Amy Karp
Staff Accountant
Lombard, IL 60148
Aliza Khan
Backoffice Associate
Lombard, IL 60148
Carisis Martinez
Marketing Manager
Lombard, IL 60148
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FORUM MANAGEMENT
Jacqueline Arenas
Director of Client Services
Lombard, IL 60148
Mac Davis
Chief Operating Officer | CFP®
Lombard, IL 60148
Jon Faelnar
Director of Information Security and Technology
Lombard, IL 60148
Karonda Gavin
Billing and Reporting Manager
Lombard, IL 60148
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