David Lennon, CPA, PFS joined Forum Financial Management in 2013. He serves as a Financial Advisor. After co-founding his own CPA firm over 20 years ago, David discovered that his clients greatly benefited from his in-depth, personalized solutions that helped them achieve their financial goals. David specializes in integrating income tax planning for individuals and small business owners utilizing tailored investment portfolios.
David is a Certified Public Accountant and Personal Financial Specialist, and holds a BBA in accounting from the University of St. Francis in Joliet, Illinois. In addition to spending time with his wife, five children and three grandchildren, David enjoys working with his clients to provide comprehensive investment, accounting and tax services.