Bozena Hudek joined Forum Financial Management in 2013 as a Client Service Associate in the Client Services group for the Skokie and Lake Forest offices. In this role, Bozena supports the firm’s partners and advisors by fielding client inquiries, processing documentation and providing appropriate options and solutions in an efficient and timely manner. She thoroughly enjoys working directly with clients to assist them with service requests.
Bozena has worked for more than 20 years in the financial services industry. Prior to joining Forum, she worked in the trust administration field with BMO Private Bank.