PARTNERS AND ADVISORS

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Luke Adam

CPA, CFP® | Financial Advisor

Lombard, IL 60148
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John Adam

EA, CFP® | Partner

Lombard, IL 60148
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Ron Austin

CPA, MST | Financial Advisor

Lisle, IL 60532
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Nirav Batavia

CFA | Partner

Lombard, IL 60148
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Kit Bradley

Financial Advisor

Prairie Village, KS 66208
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Nicole Campbell

CFP® | Financial Advisor

Lombard, IL 60148
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Thomas Campbell

CPA, MST, CDFA® | Financial Advisor

Naperville, IL 60563
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David Campbell

CPA, MST, CFP® | Financial Advisor

Naperville, IL 60563
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Amanda D’Aprile

CPA | Financial Advisor

Cohoes, NY 12047
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Jeff Doblin

CFA, CFP® | Financial Advisor

Skokie, IL 60076
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Daniel Drallmeier

CFP® | Partner

Lombard, IL 60148
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Mary Anne Ehlert

CFP® | Partner

Lincolnshire, IL 60069
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Karma Forrestal

CFP® | Partner

Lombard, IL 60148
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Jason Forrester

CPA, CGMA | Financial Advisor

Plano, TX 75093
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Debi Gardi

CPA | Financial Advisor

Sarasota, FL 34231
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Chris Genzler

CFP® | Financial Advisor

Lombard, IL 60148
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Jack Grzenia

Financial Advisor

Oak Brook, IL 60523
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Neal Halawa

AIF® | Financial Advisor

Lombard, IL 60148
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Alan Hambourger

CPA, PFS, CFP® | Financial Advisor

Ponce Inlet, FL 32127
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Marcus Heinrich

CFP® | Financial Advisor

Sarasota, FL 34231
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Rhys Heinrich

Financial Advisor

Littleton, CO 80125
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Eric Hrebic

CFP® | Financial Advisor

Lombard, IL 60148
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J. David Huskin

CFP® | Financial Advisor

Milwaukee, WI 53212
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Michael Kennedy

CFP® | Financial Advisor

Lombard, IL 60148
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Michael Kite

JD | Financial Advisor

Lombard, IL 60148
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Howard Kite

CFP®, ChFC, CLU | Partner

Lombard, IL 60148
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Christopher Lamia

CFP® | Partner

Thousand Oaks, CA 91360
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James Lapera

CPA | Financial Advisor

Skokie, IL 60076
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David Lennon

CPA, PFS | Financial Advisor

Joliet, IL 60435
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Lou Ann Lisack

EA | Financial Advisor

Orland Park , IL 60462
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Thomas Longo

CPA | Financial Advisor

Lombard, IL 60148
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Steven Martin

CFP® | Financial Advisor

Lombard, IL 60148
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Megan Martin

Financial Advisor

Skokie, IL 60076
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A. Andrew Marwede

Partner

Lake Forest, IL 60045
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David McClellan

Partner

Volente, TX 78641
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Eric McGinnis

AIF®, CPFA® | Financial Advisor

Gig Harbor, WA 98332
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Robert Methven

Partner

Midlothian, VA 23113
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Dennis Michon

CPA | Financial Advisor

Orland Park, IL 60462
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Norbert Mindel

JD, CPA, CFP® | Partner

Lombard, IL 60148
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Steve Minturn

CFA | Financial Advisor

Denver, CO 80211
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James Moles

EA | Financial Advisor

Chicago, IL 60638
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Michael Moles

CPA | Financial Advisor

Chicago, IL 60638
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Phillip Morgan

CPA | Financial Advisor

Plano, TX 75093
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William Morrison Jr.

CPA | Financial Advisor

St. Charles, IL 60174
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Vince Nardi

CFP®, CCFS® | Financial Advisor

Chicago, IL 60618
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Meghan Nolan

CFP® | Financial Advisor

Lombard, IL 60148
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Linda Parks

CPA, CFP® | Financial Advisor

Eugene, OR 97405
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Marvin Peplow

CPA | Financial Advisor

Hartland, WI 53029
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Martin Pomrehn

CPA, RLP®, CFP® | Financial Advisor

Oak Brook, IL 60523
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Barbara Ray

CPA, PFS | Partner

Salt Lake City, UT 84117
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Jonathan Rogers

CFP® | Partner

Lombard, IL 60148
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Juan Ros

CFP®, AEP®, CEPA | Financial Advisor

Thousand Oaks, CA 91360
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Logan Sanders

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Mark Schmulen

Financial Advisor

Houston, TX 77024
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Kyle Schroeder

CFP® | Financial Advisor

Lombard, IL 60148
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Joey Schultz

Financial Advisor

Greenwood Village, CO 80121
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Elisa Schvaneveldt

CPA | Financial Advisor

Salt Lake City, UT 84117
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John Sciaccotta

CPA | Financial Advisor

Frankfort, IL 60423
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David Seery

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Stephen Senesac

CPA, PFS | Financial Advisor

Sarasota, FL 34236
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Ben Sevcik

CPA, PFS, CFP® | Financial Advisor

Lombard, IL 60148
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David Smith

CLU, ChFC, CFP® | Partner

South Miami, FL 33143
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Raleigh Smith

Financial Advisor

South Miami, FL 33143
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Seth Stammler

CFA, CFP® | Financial Advisor

Saugerties, NY 12477
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Marie Stark

CPA | Partner

Cohoes, NY 12047
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Jeffrey Stark

Financial Advisor

Cohoes, NY 12047
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Heidi Verbiscer

CPA | Financial Advisor

Glen Ellyn, IL 60137
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John Vires

CFA, CFP® | Financial Advisor

Lisle, IL 60532
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Joe Vogenthaler

Financial Advisor

Chicago, IL 60613
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Michelle Weindruch

CFP® | Financial Advisor

Northfield, IL 60093
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Arvin Weindruch

CPA | Partner

Northfield, IL 60093
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Mary Pat Wesche

CPA, PFS, CDFA®, CFP® | Partner

Lombard, IL 60148
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Brooks White

CFP® | Financial Advisor

Thousand Oaks, CA 91360
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Sam Williams

Financial Advisor

Midlothian, VA 23113
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Rob Wurzburg

Financial Advisor

Chicago, IL 60607
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Ryan Zink

Financial Advisor

St. Charles, IL 60174
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CLIENT SERVICES

Forum Financial Client Service Associate Karen Arenz

Karen Arenz

Client Service Associate

Lombard, IL 60148
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Forum Financial Client Service Associate Sharon Bowler

Sharon Bowler

Client Service Associate

Lombard, IL 60148
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Forum Financial Client Service Associate Karen Caselli

Karen Caselli

CFP® | Client Service Associate

South Miami, FL 33143
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Forum Financial Client Service Associate Irene Compra

Irene Compra

Client Service Associate

Lombard, IL 60148
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Forum Financial Client Service Associate Paola Corrales

Paola Corrales

Client Service Associate

South Miami, FL 33143
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Forum Financial Client Service Associate Jessica Haages

Jessica Haages

Client Service Associate

Lombard, IL 60148
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Forum Financial Client Service Associate Matthew Harrigan

Matthew Harrigan

Client Service Associate

Lombard, IL 60148
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Bozena Hudek

Client Service Associate

Skokie, IL 60076
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ADVISOR SERVICES

Forum Financial Administrative Assistant Brittany Boyle

Brittany Boyle

Administrative Assistant

Lombard, IL 60148
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Forum Financial Compliance Liaison Jill Butler

Jill Butler

Learning and Engagement Specialist

Lombard, IL 60148
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Forum Financial Project Manager Nancy Caesar

Nancy Caesar

Project Manager

Lombard, IL 60148
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Maria Hernandez

Account Coordinator and Billing Specialist

Lombard, IL 60148
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Forum Financial Staff Accountant Amy Karp

Amy Karp

Staff Accountant

Lombard, IL 60148
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Forum Financial Backoffice Associate Aliza Khan

Aliza Khan

Backoffice Associate

Lombard, IL 60148
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Scott Krajacic

Trading Manager

Lombard, IL 60148
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Forum Financial Marketing Manager Carisis Martinez

Carisis Martinez

Marketing Manager

Lombard, IL 60148
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FORUM MANAGEMENT

Forum Financial Director of Client Services Jacqueline Arenas

Jacqueline Arenas

Director of Client Services

Lombard, IL 60148
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Forum Financial Chief Operating Officer Mac Davis

Mac Davis

Chief Operating Officer | CFP®

Lombard, IL 60148
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Forum Financial Director of Information Security and Technology Jon Faelnar

Jon Faelnar

Director of Information Security and Technology

Lombard, IL 60148
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Forum Financial Backoffice Associate Karonda Gavin

Karonda Gavin

Billing and Reporting Manager

Lombard, IL 60148
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