OUR TEAM
Advisors
You Can
Rely On
Your Journey Toward Financial
Confidence Starts Right Here
With Our Team
EXPLORE
PARTNERS AND ADVISORS
VIEW MORECLIENT SERVICES
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
End of Members
No more pages to load
ADVISOR SERVICES
Brett Bordlee
Chief of Staff
Caroline Caesar
Account Coordinator and Billing Specialist
Nancy Caesar
Project Manager
Andrew Carava
Trader
Kyana Craig
Onboarding and Advisor Support Associate
Jonathan Cuthbert
Trader
Dominic Dominguez
Marketing Specialist
Brittany Franklin
CSCP | Compliance Associate
End of Members
No more pages to load
FORUM MANAGEMENT
Brian Shapiro
Advisor Development Officer
Ali Sobieszek
PHR | HR Manager
Stefana Szytec
Manager, Onboarding and Advisor Support
Allison Tronnes
IACCP® | Chief Compliance Officer
End of Members
No more pages to load
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.
