Stefana Szytec joined Forum Financial Management in 2022 as Advisor Relations and Onboarding Coordinator. She now serves as the Senior Advisor Support and Onboarding Coordinator. Prior to joining Forum, Stefana spent eight years with Buckingham Strategic Wealth where she started on the Client Service team and served as a team leader for the East Coast offices. She then transitioned to onboarding and integration, where she assisted with onboarding and training new advisors and training operations associates.

Stefana earned a bachelor’s degree from the University of Dayton in Dayton, Ohio.