Client Service Associate – Training Support
Irene Compra joined Forum Financial Management in 2019. In her role as Client Service Associate – Training Support, Irene works with Forum advisor teams in Lombard, Illinois and Thousand Oaks, California. Prior to joining Forum, Irene was a Senior Client Service Associate at Mariner Wealth Advisors and a Client Service Specialist at Capstone Financial Advisors. Irene thrives on building relationships with advisors and their clients by providing thoughtful and professional service to ensure that client needs are met.
Irene is a Financial Paraplanner Qualified Professional™. She earned a bachelor’s degree in economics from Ripon College in Ripon, Wisconsin.