Forum Partners
John Adam
Partner
630.873.8545
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
John J. Adam works closely with individuals, families, private businesses and other professionals. John began his career more than 30 years ago as an accountant and medical management consultant. This association gave him the experience needed to grow his clientele to include many Chicagoland medical professionals.
In addition to providing traditional accounting and tax services for businesses and individuals, John successfully merged his accounting and financial knowledge to provide planning for his clients.
John specializes in working with retirement plans. He matches the needs and goals of individuals and small businesses with the most appropriate vehicle, whether it is a 401(k), pension, profit-sharing or individual retirement plan.
John is a CERTIFIED FINANCIAL PLANNER™ professional. John earned a Bachelor’s degree in Accounting and Finance from St. Joseph’s College in Rensselaer, Indiana. He is a member of the Financial Planning Association and National Association of Enrolled Agents.
Nirav Batavia
Co-Managing Partner
832.630.7841
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Nirav Batavia serves as Co-Managing Partner of Forum and Co-Director of Forum’s Investment Committee as well as Chief Technology Officer. His 18 years of experience in the financial services industry include five years at Citigroup managing a $1 billion fixed-income portfolio as trader and portfolio manager. He also co-founded an $80 million fixed-income hedge fund in 2008.
Nirav’s experience with entrepreneurial and social media companies includes positions as Vice President of Interactive Marketing and Social Media Specialist for NutshellMail, acquired in 2010 by Constant Contact. He is currently also the CEO of Owl Technologies, a technology service provider for advisors that provides clients with a better and more efficient financial advisory experience.
Nirav is a CFA® charterholder. He graduated from the Wharton School of the University of Pennsylvania with a Bachelor’s degree in Economics with a concentration in Finance and from Penn Engineering with a Bachelor’s degree in Electrical Engineering. Nirav earned his MBA from The University of Chicago Booth School of Business with concentrations in Entrepreneurship and Accounting.
Latest From Nirav Batavia
Re-Evaluating Your Financial Plan After a Market Downturn
Edmit's New Book on Paying for College Features Nirav Batavia (appeared on Edmit, 11.14.19)
Nirav Batavia Featured on Edmit on Saving for Retirement vs. Saving for a Child’s Higher Education (appeared on Edmit, 06.14.19)
Forum co-Managing Partner Nirav Batavia Discusses Market Risks on TD Ameritrade Network (appeared on TD Ameritrade Network, 03.15.19)
Forum co-Managing Partner Nirav Batavia Discusses Market Volatility and Brexit on TD Ameritrade Network (appeared on TD Ameritrade Network, 11.14.18)
Forum co-Managing Partner Nirav Batavia Discusses Interest Rates, the Fed, Tariffs and Markets on TD Ameritrade Network (appeared on TD Ameritrade Network, 05.31.18)
Saving for College? Start With a 529 Plan (appeared on Edmit, 04.12.18)
Federal Reserve Raises Interest Rates, What Does It Mean for You? (appeared on CBS Chicago, 03.15.17)
Mary Anne Ehlert
Partner
847.522.8080
103 Schelter Road Suite 10
Lincolnshire, IL 60069
Mary Anne Ehlert works with clients who seek an advocate who will listen and provide compassionate support to navigate complex planning situations. Mary Anne’s clients include professionals, business owners, widows and widowers, divorced women and families with an individual with a disability. Previously, she spent 18 years in senior management positions in the banking industry.
Protected Tomorrows, the special needs division of her practice, helps families plan a safe and fulfilling life for loved ones with special needs. An advocate for special-needs families, Mary Anne has appeared in many publications and travels extensively to speak at local and national conferences. She serves on the boards and committees of several organizations, including the board of directors of Special Olympics Illinois Foundation, the advisory board of Integrative Touch for Kids in Tucson, the board of directors of the Cornelia de Lange Syndrome Foundation and the advisory board of Tails for Life in Wisconsin.
Mary Anne is a CERTIFIED FINANCIAL PLANNER™ professional. She studied Business Administration at Loyola University Chicago. She is author of The Gift I Was Given and one of the contributing authors in Madam President: How to Think and Act Like a Leader.
Latest From Mary Anne Ehlert
Spirit of Giving: Forum Supports Special Olympics Illinois
Protecting Tomorrows: Focus on Caregivers
Karma Forrestal
Partner
630.873.8544
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Karma A. Forrestal believes that educating clients is a fundamental responsibility of financial advisors. With a passion for mathematics and a profound respect for those who teach others, Karma helps clients map out their goals with an emphasis on understanding how they will achieve them. Committed to helping individuals become financially independent, Karma has a genuine concern for her clients and enjoys building strong relationships with them.
Before joining Forum in 2012, she spent 12 years at Morrison Financial Services in Wheaton, Illinois. During that time, Karma worked with investors in numerous areas across the client experience, including tax preparation and portfolio management.
With more than 20 years of experience in the financial planning and tax planning fields, Karma has experience working with individuals, small business owners, divorcees and retirees. She was instrumental in the creation of Forum Future, Forum’s program exclusively designed to help new investors prepare for early financial milestones and plan for long-term goals.
Karma is a CERTIFIED FINANCIAL PLANNER™ professional. She received a Bachelor’s degree in Mathematics from Wheaton College in Wheaton.
Karma enjoys spending time with her three children and her husband, Todd. She likes to travel and participate in many sports activities such as running, yoga and skiing.
Latest From Karma Forrestal
Alan Hambourger
Partner
847.581.6000
4709 W. Golf Road Suite 1015
Skokie, IL 60076
Alan C. Hambourger has more than 25 years of experience serving his clients and providing the solutions required to meet their financial goals. His clients count on him for their wealth management needs, and his knowledge and experience make him an invaluable person in their lives. Early in his career, Alan worked as a CPA. He discovered that he wanted to be in touch with his clients throughout the year, not just at tax time. He became a CERTIFIED FINANCIAL PLANNER™ professional in 1988 so he could acquire the knowledge to offer financial planning as well as estate, retirement and tax planning.
Over the past 25 years, Alan has been recognized for excellence by the financial advisory community for his commitment to the principles which guide him as a financial advisor. He has been quoted in Practical Accountant and CPA Wealth Provider as well as in other industry periodicals, and has been a guest speaker at various conferences throughout the country.
Alan earned a Bachelor’s degree in Accounting from the University of Illinois in Urbana. He is a member of the American Institute of Certified Public Accountants and the Financial Planning Association.
Howard Kite
Partner
630.873.8549
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Howard Kite prides himself on working with clients to help them achieve their financial goals by implementing value-driven portfolios. Howard spends much of his time consulting with financial advisors across the country helping them translate the often-confusing world of financial and insurance products into understandable bites so their clients can make informed decisions.
Howard entered the financial services industry in 1981. He was one of the original Principals of The Terra Financial Companies, now Cetera Financial Specialists and helped to grow the business into a national multidisciplinary, financial services organization. After Terra was sold to GE Capital in 1998, Howard became the Chief Operations Officer and Senior Vice President of Sales and Practice Management until 2009 at which point, he affiliated with Forum Financial Management, LP working in various aspects of supporting the growth of the company.
Howard received his Bachelor’s degree in Finance and Business Education from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the Financial Planning Association, the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.
Howard rounds out his life by leading classes for the National Alliance on Mental Illness (NAMI) and providing support for people who have family members with mental health conditions. His extra mind space is occupied with planning the next great canoe and fishing trip.
Christopher Lamia
Partner
805.494.3416
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360
Christopher A. Lamia began his career in the financial services industry in 1993. In 2008, Chris founded Lamia Financial Group, an independent wealth management firm in Thousand Oaks, California. In November 2018, Lamia Financial Group joined Forum Financial Management and established Forum’s first partner-helmed office in California.
Chris knows that being a trusted advisor means investors will seek financial guidance about more than just their investment portfolio. He values the deep relationships that have developed over time with many clients.
Chris has been a member of the Thousand Oaks Rotary Club since September 2004. His main responsibilities for the club have been to run the Conejo Valley High School Speakers series and serve on the International Committee. He is a Paul Harris Fellow and member of The Bequest Society of Rotary International.
Chris is a CERTIFIED FINANCIAL PLANNER™ professional. He served as president of the Ventura County chapter of the Financial Planning Association for two terms.
Chris graduated from the University of California at Santa Barbara with honors, earning a Bachelor’s degree in Political Science. He was a Distinguished Military Graduate from UCSB ROTC, commissioned as a 2nd Lieutenant and graduated from the Armor Officer Basic Course as a member of the Commandant’s List.
Chris lives in Santa Rosa Valley, California with his wife as empty nesters after raising their two children.
Latest From Christopher Lamia
Chris Lamia Featured in San Fernando Valley Business Journal
A. Andrew Marwede
Partner
847.234.0808
181 E. Westminster Rd.
Lake Forest, IL 60045
A. Andrew (Andy) Marwede has devoted his entire career to executing investment strategies for successful families, individuals, companies, pension funds and endowments. Andy works personally with successful business owners, professionals and retirees. Andy is also a key member of Forum’s Wealth Advisor Alliance, helping build strategic associations with advisory firms and centers of influence.
Prior to joining Forum, Andy was founder and president of Serious Stewardship LLC, an investment advisory firm. Early in his career, Andy worked on the trading desk of a large capital markets firm and then later managed diversified investment portfolios for large individual and corporate investors.
It was the synergy of these two early experiences — private portfolio design and state-of-the-art risk control — that made it possible for Andy to envision and create Serious Stewardship.
Andy earned a Bachelor’s degree from Yale University, where he was a three-year letter-winner in football. He earned his MBA from Kellogg School of Management at Northwestern University in Evanston, Illinois. Andy is a fourth-generation resident of Lake Forest, Illinois.
Latest From A. Andrew "Andy" Marwede
What Parents Need to Know to Help Their Teen Athlete Obtain a College Athletic Scholarship
Part 1: Timing Just Might Be Everything
Robert Methven
Partner
804.916.0889
14321 Winter Breeze Drive Suite 24
Midlothian, VA 23113
Robert (Rob) T. Methven is deeply committed to helping individuals and families create financial security in their lives. Rob specializes in investment management, insurance, retirement and education planning.
After 12 years in public accounting and two years owning a small business, Rob began a 10-year career with Genworth Financial. During this time, Rob held several senior executive roles, including President and CEO of Genworth’s broker/dealer and financial advisory firm.
Rob’s focus with Genworth was helping financial advisors establish and grow their own individual practices. He was particularly concerned with coaching advisors on the challenges of planning for and generating income during retirement.
In 2007, Rob joined Forum to work directly with individual clients. Today, Rob serves business owners, corporate executives and clients facing major life events, such as the sale of a business, retirement, health issues or loss of loved ones.
Rob graduated from the University of Canterbury in Christchurch, New Zealand with a law degree and finance and accounting degrees. He is a member of the Financial Planning Association. Rob lives in Richmond, Virginia.
Norbert Mindel
Partner
630.873.8530
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Norbert (Norm) M. Mindel is known in the financial services industry as an entertaining and insightful public speaker. He is an experienced wealth manager and advisor to high net worth individuals and businesses. He is also an estate planner, financial planner, attorney, author and race car driver.
As one of the original Principals of The Terra Financial Companies, he helped grow the original six-person business into a national, multidisciplinary, financial services organization. He led the development of a fee-based, investment advisory platform that reached $3.4 billion in client funds.
Norm is primarily responsible for strategic planning for the firm. He has been instrumental in the substantial growth of the firm’s national clientele. With his background in accounting, law and wealth management, Norm works with business owners to address complex issues such as estate planning and succession planning.
He has appeared on CNBC and WMAQ. Norm has been quoted in numerous publications, and he is the co-author of Wealth Management in the New Economy. In his podcast, School of Hard Knocks Investing, Norm talks about some of the incredible things that have happened on Wall Street with host Dave Goetsch, co-executive producer of “The Big Bang Theory.”
Norm holds a Bachelor’s degree in Management and Finance from the Illinois Institute of Technology and a JD from Chicago-Kent College of Law.
Latest From Norm Mindel
Estate Planning Considerations
Podcast: School of Hard Knocks Investing
Episode 1: The Fallout From All Those Shelters
Episode 2: Finishing Is Winning
Episode 3: Grief and Aggravation: The Tech Bubble
Episode 4: A Lot of Meaning and A Lot of Impact
Articles
Bitcoin Is Not a Good Way to Get Started With Investing (appeared on Lifehacker, 12.05.17)
Five Tips for International Travelers
Videos
Someone in Your Corner: A Conversation With Dave Butler and Norm Mindel
Conversations With Norm Mindel and David Booth: A Kid from Kansas
Conversations With Norm Mindel and David Booth: Focus on Implementation
Conversations With Norm Mindel and David Booth: On Finding Dimensional
Barbara Ray
Partner
801.272.0908
P.O. Box 171266
Salt Lake City, UT 84117
Barbara J. Ray is a seasoned advisor who knows the business world inside and out. As a former executive at a Fortune 40 company, Barbara has more than 30 years of experience in finance ranging from startups to the Fortune 40. Barbara takes a no-nonsense position on goal setting and financial planning where a client’s present-day needs carry just as much weight as his or her expectations for the future.
In 2004, Barbara founded her own advisor practice in Salt Lake City, Utah. As CEO of Vantage Point Advisors, she used her business acumen to help individual investors, families and community organizations. Vantage Point Advisors joined with Forum in January 2019. Barbara considers it her responsibility as an advisor to act as a financial point person to offer strategic, personalized direction and act in a client’s best interest following a fiduciary standard of care.
She is a member of the American Institute of Certified Public Accountants and the Financial Planning Association. Barbara holds a Bachelor’s degree in Accounting and Business Administration from Regis University. She earned her MBA from University of Utah.
Jonathan Rogers
Co-Managing Partner
630.873.8518
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Jonathan M. Rogers serves as Co-Managing Partner of Forum and Co-Director of Forum’s Investment Committee.
As Co-Managing Partner, Jonathan guides the people and processes of the firm. Externally, he leads the strategic growth of the firm by recruiting new partners and advisors into the organization. Internally, he leads the executive team responsible for advisor support, marketing, compliance, operations and client services.
As a financial advisor, Jonathan provides guidance and education to friends and family. He simplifies these decisions bringing peace of mind to his clients.
Jonathan graduated from The University of Texas with a Bachelor’s degree in Finance and a Bachelor’s degree in Plan II Honors. He received his MBA from The University of Chicago Booth School of Business with concentrations in Finance, Operations, Marketing, Entrepreneurship and Analytical Management. He previously worked for Dimensional Fund Advisors, where he had both business development and analytical responsibilities.
Latest From Jonathan Rogers
"How Extraordinary? Reflections on Past Election and Market Impacts"
"To Be or Not to Be: Entrepreneur or Employee" (appeared on FPA Next Generation Planner, 09.19.19)
Cost Cutter: Tax Refund Can Pay Off Bills (VIDEO) (appeared on CBS Chicago, 04.06.18)
The Skinny on Separately Managed Accounts (appeared on Forbes, 06.30.17)
Learn to Invest Like a Casino Rather Than a Gambler (appeared on Forbes, 11.29.17)
David Smith
Partner
305.666.9411
5900 SW 73rd Street St. 300
South Miami, FL 33143
David N. Smith has had many opportunities to test the theory that before investors leap, they should take a close look at what is important to them. David started his professional career in financial services as a career life insurance agent with MONY in the mid 1980s. In 2010, he founded David Smith Advisory, an independent Registered Investment Advisor firm in Miami. His firm joined Forum Financial Management in January 2021.
David’s approach to helping clients is to be the one who listens instead of the person who does all the talking. He advocates having a cohesive financial plan that incorporates retirement planning, estate planning, tax planning, risk management, education planning and charitable giving, made possible by collaborating with clients’ other professionals such as accountants and attorneys to bring it all together.
David is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Charter Life Underwriter and Chartered Financial Consultant designations. David earned his Bachelor’s degree in Business Administration from Widener University in Chester, Pennsylvania.
He lives in Miami with his wife, Marsha. David values fitness and meditation as an important part of his daily routine. David and his family spend time in Dorset, Vermont enjoying the year-round activities available there.
Marie Stark
Partner
518.237.3641
132 Mohawk St.
Cohoes, NY 12047
For more than 30 years, Marie E. Stark, CPA has enjoyed working with her clients to develop tax conscious strategies to address their unique situations. She believes that taking the time to get to know her clients and understanding their particular needs, wants, fears and goals is the key to achieving the best financial outcome. She focuses on building these relationships across generations and enjoys working with her clients’ children as they transition from college into the workforce, helping them develop budgets and investment planning strategies. She joined Forum Financial Management, LP in 2016 as a Financial Advisor. Marie is also the President of Stark & Basila Certified Public Accountants, P.C.
Marie is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Throughout her career, she has been actively involved in her community, having served on several boards and committees. She has also been involved in many professional organizations including Executive Network, Executive Women’s Golf Association, Colonie Chamber of Commerce Women’s Business Council and Capital Region Executives.
Marie is a Certified Public Accountant. She earned a Bachelor’s degree in Business Administration from Siena College in Loudonville, New York.
In her free time, Marie enjoys running, golfing, skiing, snowshoeing, long walks on the beach in Maine and relaxing with a good book. She cherishes time with family and close friends, especially her husband, Jeff, and their three children, Michael, Amanda and Alicia.
Arvin Weindruch
Partner
847.581.6043
1 Northfield Plaza Suite 230
Northfield, IL 60093
Arvin T. Weindruch provides his clients with integrated accounting, investment and wealth management services. At the outset of his career, Arvin founded his own CPA firm. The firm steadily grew from referrals, but Arvin wanted to be able to take a wider view of each client’s financial situation and added investments and wealth management to his practice.
Arvin specializes in the integration of tax and estate planning with diverse investment strategies. He provides his clients with a personalized, solid, actionable financial plan based on their specific needs, with the goal of maximizing after-tax returns and managing risk. He enjoys the challenge of listening to and understanding each client’s goals, risk tolerance and income needs, and takes great pride in helping to achieve them. He endeavors to build strong personal relationships with his clients and continues to build his business by referral.
Arvin holds a Bachelor’s degree from Loyola University Chicago. He is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants.
Mary Pat Wesche
Partner
630.873.8540
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Mary Pat Wesche helps clients create and preserve wealth by making sure that their tax, insurance and estate planning needs are met. She enjoys helping her clients plan for a long and stress-free retirement.
Mary Pat was named one of 2008’s Influential Women in Business by the Daily Herald Business Ledger in partnership with the National Association of Women Business Owners (NAWBO), Chicago Area Chapter. In 2018, she was named Treasurer of the Chicago Chapter of NAWBO.
She is a member of the American Institute of Certified Public Accountants, Illinois CPA Society and the Financial Planning Association. She has obtained the Certified Divorce Financial Analyst® certification. With this advanced focus on the financial issues associated with divorce, Mary Pat expands upon her experience helping individuals in transition.
For more than 15 years, she has worked with DuPagePads, an organization that addresses the needs of the homeless population, serving as a past president of the Board of Directors and board advisor. In 2016, she received the DuPagePads Spirit Award for her volunteer work.
Mary Pat is a CERTIFIED FINANCIAL PLANNER™ professional. She earned a Bachelor’s degree in Accounting from St. Joseph’s College in Rensselaer, Indiana. She received her MBA from Kellogg School of Management at Northwestern University in Evanston, Illinois.
Latest From Mary Pat Wesche
Financial Planning Items to Start 2021
Estate Planning Considerations
Forum Partner Mary Pat Wesche Named Treasurer of NAWBO Chicago
Spirit of Giving: Forum Supports DuPagePads
Forum Partner Mary Pat Wesche Receives the 2016 DuPagePads Spirit Award
Forum Advisors
Luke Adam
Financial Advisor
630.376.4352
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Luke Adam, CPA joined Forum Financial Management, LP in 2019. He currently serves as a Financial Advisor. Prior to joining Forum, Luke held accounting and corporate finance roles in the travel services and real estate industries. Most recently, he served as Senior Manager of Finance at Jones Lange LaSalle supporting the Americas executive teams in budgeting, compensation planning, cost allocation analysis and capital spending.
Luke values relationships with clients and enjoys assisting them with making decisions to help them create a comprehensive and balanced financial plan.
Luke is a Certified Public Accountant. He earned a Bachelor’s degree in Finance and a Bachelor’s degree in Accountancy from the University of Illinois at Urbana-Champaign.
Jeffrey Borenstein
Financial Advisor
805.494.3416
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360
Jeffrey Borenstein, CPA, CFP® joined Forum Financial Management, LP in November 2018 as a Financial Advisor. Most recently, Jeff was a Vice President and CFO at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Jeff was a partner in a local accounting firm.
Jeff is a member of Thousand Oaks Rotary, the Bequest Society of Rotary International and he is a Paul Harris Fellow. He is also a member of the Financial Planning Association of Ventura County and the National Association of Personal Financial Advisors.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Certified Public Accountant. He earned a Bachelor’s degree in Business Administration with an option in Accounting from California State University, Northridge.
Nicole Campbell
Financial Advisor
630.426.6908
41W465 Brown Farm Court
St. Charles, IL 60175
Nicole Campbell, CFP® joined Forum Financial Management, LP in 2014. She currently serves as a Financial Advisor and has contributed to various company initiatives in multiple roles since she joined Forum. Nicole is enthusiastic and diligent about educating and coaching clients to help them reach their financial and life goals. She enjoys supporting clients who are going through a complex transition and empowering clients to invest with financial confidence.
Prior to joining Forum, Nicole served high net worth clients for 10 years while virtually managing operations and client services for an investment management and financial planning firm in California. Nicole draws from her 15 years of working in financial services to provide exceptional service, organization and education to her clients.
Nicole is a CERTIFIED FINANCIAL PLANNER™ professional. She is also an active member of the Financial Planning Association and a member of various chambers of commerce.
She earned a Bachelor’s degree in Public Affairs from Indiana University – Bloomington. Nicole resides in the western suburbs of Chicago with her husband of 17 years, their two children and two rescue dogs.
Latest From Nicole Campbell
Realistically Navigating Youth Travel Sports for Families
Teens + Money: 20 Tips That Lead to Good Financial Habits for a Lifetime
Five Reasons Why Women Don’t Talk About Money and What They Can Do About It
Nicole Campbell Obtains Her CERTIFIED FINANCIAL PLANNER™ Certification
David Campbell
Financial Advisor
630.420.1231
1801 N. Mill St. Suite H
Naperville, IL 60563
David Campbell, CPA, MST, CFP® joined Forum Financial Management, LP in 2014 as a Financial Advisor. Previously, David served in an advisory capacity for Genworth Financial Investment Services/Cetera Financial Group and Campbell Financial Group, Inc. As a second generation owner of a CPA firm, he is well versed in the nuances of family succession planning. Many of his clients are second and third generation business owners.
David has been helping people with financial planning and tax preparation for more than 30 years. He works primarily with small business owners, families and high net worth individuals to assist in estate planning, retirement planning, succession planning and tax planning. He has been in the financial services industry for more than 15 years, assisting his clients in investment planning to maximize their net worth for this generation and for future generations.
David has been involved with many organizations in his Naperville, Illinois community, including Exchange Club of Naperville and the Rotary Club of Naperville. Most recently, he was on the board of the Northern Illinois Home Builders Association and he has been appointed to the board at Ronald McDonald House. David has also been a coach in the Naperville Park district for more than 10 years. He is an active member of Good Shepherd Lutheran Church in Naperville.
David is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. He earned a Master’s degree in Taxation from De Paul University in Chicago and a Bachelor’s degree in Accounting from the University of Notre Dame in Notre Dame, Indiana.
In his free time, David likes to spend time with his wife and their three children. He takes part in several athletic activities and cheers on his children as they compete in various sports. He also enjoys reading and travel.
Jeffrey Doblin
Financial Advisor
847.581.6028
4709 W. Golf Road Suite 1015
Skokie, IL 60076
Jeffrey Doblin joined Forum Financial Management, LP in 2017 as a Financial Advisor. Prior to joining Forum, Jeff served as a senior consultant for Bourbon Financial Management and as a trader at Wedbush Futures. Over the course of his 20-year trading career, he has accumulated extensive experience with equities, fixed income and commodities.
Jeff is a CFA® charterholder. He serves on the Distinguished Speaker Series Advisory Group at CFA Society Chicago. He keeps up to date on best practices in investment management and financial planning by reading a variety of industry-related books.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Master’s degree in Finance from Illinois Institute of Technology and a Bachelor’s degree in Accounting from the University of Alabama in Tuscaloosa.
He enjoys coaching his children’s sports teams, attending Chicago Cubs baseball games and cheering for the Alabama Crimson Tide football team. Jeff lives in Wilmette, Illinois with his wife and three children.
Latest From Jeff Doblin
Book Review: The Five Guiding Principles in "The Investment Answer"
Daniel Drallmeier
Financial Advisor
630.873.8506
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Daniel Drallmeier joined Forum Financial Management, LP in 2012 as Forum’s Portfolio Trader and a key member of Forum’s Asset Management Team. In early 2015, he became an Investment Advisor Representative of the firm.
In his role as an Investment Advisor Representative, he is committed to helping clients plan for a sound financial future through investing, saving, and planning for life events. In his role as Portfolio Trader, he oversees all trading of client portfolios at Forum ensuring timely execution of rebalancing, fulfillment of client cash needs and keeping funds invested.
Dan is a CERTIFIED FINANCIAL PLANNER™ professional. He graduated with a B.B.A. in Finance from the University of Iowa in May 2012.
Latest From Dan Drallmeier
Boosting Your Financial Security with a Health Savings Account
Around the World With Dan Drallmeier (VIDEO)
Daniel Drallmeier Obtains His CERTIFIED FINANCIAL PLANNER™ Certification
Paul Draniczarek
Financial Advisor
630.986.1804
414 Plaza Drive Suite 304
Westmont, IL 60559
With offices in the western suburbs (Westmont) and the northwest side of Chicago (Norridge), Paul Draniczarek’s clientele is comprised of privately-held corporations, partnerships and individuals. As a business advisor to closely-held businesses and their owners, Paul and his staff provide a wide range of services including corporate and owner income tax strategy and compliance, accounting, bookkeeping and payroll. Additionally, he provides income tax compliance services and financial planning services for high net worth professionals, including executives, partners, consultants and other professional service practitioners. Paul also works with individuals and families needing estate and trust tax return and planning services.
Christopher Genzler
Financial Advisor
630.873.8546
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Christopher Genzler, CFP® joined Forum Financial Management, LP in 2012 as a Financial Advisor. Prior to joining Forum, Chris served in advisory roles for Genworth Financial Investment Services, Citicorp and Terra Securities. With more than 30 years of financial services experience, Chris has developed many personal relationships with his clients to help them to accomplish their financial goals as well as acting as a mentor to new financial advisors just starting their practice.
Chris assists families with long-term care planning, college planning and retirement planning. His objective is to implement solutions that will benefit family members across generations. Recently, Chris has focused on the growing need for assistance with eldercare transitions for baby boomers and their parents. Chris also has experience helping business owners protect their assets, sell their businesses and develop a lifetime income stream. He serves as a board member for BodyInsight, a medical career exploration program for students age 15–20. Chris volunteers with the Alzheimer Association and the Mentoring Program at Elmhurst College in Elmhurst, Illinois.
Chris is a CERTIFIED FINANCIAL PLANNER™ professional. He earned an MBA from Keller Graduate School of Management in Chicago and a Bachelor’s degree in Finance from University of South Florida in Tampa.
Latest From Chris Genzler
Dementia: How It May Affect a Wealth Plan and the Importance of Power of Attorney
Neal Halawa
Financial Advisor
630.426.6937
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Neal Halawa, AIF® joined Forum Financial Management, LP in 2018 as a Financial Advisor. Prior to joining Forum, he held positions at Prudential Insurance, New York Life Insurance Company and Genworth Financial Services. At Genworth, Neal used his coaching skills and experience with planning case design to teach other advisors how to better assist their clients and grow their practice.
With 20 years of experience in the financial services industry, Neal specializes in the area of health care planning as part of the overall client estate plan and wealth management. He emphasizes health care planning as a critical part of a financial plan to make certain that clients are prepared for the many health care costs that can arise during retirement. Neal develops relationships with clients to help them accomplish their financial goals while providing guidance on long-term care, family support, life insurance and advance directive planning. In addition to his role at Forum, he serves as president/CEO of Healthcare Services of Illinois.
Neal earned the AIF® Designation in 2021. He holds a Bachelor’s degree in Finance from DePaul University in Chicago. He and his wife, Seda, live in Chicago with their child.
Marcus Heinrich
Financial Advisor
941.706.1490 (FL) | 630.873.8510 (IL)
2 N. Tamiami Trail Suite 408
Sarasota, FL 34236
Marcus K. Heinrich is an experienced wealth manager. His clients include business owners, successful professionals, corporate executives and physicians. Marcus also works with individuals in financial transition, particularly those contemplating retirement or the sale of a business, or experiencing the loss of a loved one. His guidance helps his clients clarify realistic goals and make sound financial decisions. He has been instrumental in the consistent growth of the firm’s national clientele. Marcus is also responsible for recruiting new advisors to the organization.
Over his career of more than 25 years, he has served as mentor to hundreds of other financial advisors. Marcus was one of the original Principals of The Terra Financial Companies and helped grow the original six-person business into a national, multidisciplinary, financial services organization.
Marcus is a CERTIFIED FINANCIAL PLANNER™ professional. Marcus received a Bachelor’s degree in Engineering from the University of Illinois in Urbana.
When he is not at the office, he enjoys hiking, spending time with his wife, Anita, and playing with his four grandchildren. Marcus is also involved with several charitable organizations.
Latest From Marcus Heinrich
Spirit of Giving: Forum Supports Lurie Children’s Foundation
Transcending the Robo Offering (VIDEO)
What Happens When Technology Streamlines the Client Onboarding Process (VIDEO)
Eric Hrebic
Financial Advisor
708.828.1655
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Eric Hrebic, CFP® joined Forum Financial Management, LP in 2020 as a Financial Advisor. From 2009 to 2018, he worked for Lowery Asset Consulting as a consultant assisting high net worth individuals, family offices and institutions with the management of their investment portfolios and financial planning needs. In 2019, Eric founded 606 Wealth Management, a Registered Investment Advisor firm in Illinois, with the goal of delivering objective and transparent financial planning and investment management services to individuals.
Throughout his professional career spanning more than a decade in the financial services industry, Eric has upheld his fiduciary duty, acting in the best interest of his clients. He has served individuals, families, endowments, foundations and 401(k) plans, giving him a rare opportunity to work with both individual and institutional clients.
Eric provides a holistic approach to financial planning, helping clients become specific about their vision of a successful financial life and finding solutions to help them achieve their goals. He works to create a comfortable environment that encourages the critical conversations essential to complex financial conversations. Through a carefully constructed plan, Eric strives to increase the reliability of financial planning outcomes through a goals-based, empathetic approach.
Eric is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor’s degree in Finance from the University of Illinois at Chicago.
Eric and his wife, Allison, reside in Chicago.
J. David Huskin
Financial Advisor
414.431.7390
4650 N. Port Washington Road Lexington Building, Suite 110
Milwaukee, WI 53212
J. David Huskin, CFP® joined Forum Financial Management, LP in 2016 as a Financial Advisor. Prior to joining Forum, Dave served in advisory roles for Cent Wealth Management and Edward Jones.
Dave is passionate about helping people achieve their financial goals through a trust-based, collaborative approach. He assists clients through insurance planning, estate planning, education planning and tax planning. He also consults with businesses about retirement plans. Dave is president of Milwaukee’s North Shore Rotary Club and has held many volunteer leadership positions in the Episcopal churches in the communities in which he and his family have lived.
Dave is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor’s degree in Business Administration from University of Colorado in Boulder.
Dave, a Colorado native, and his wife have three daughters and reside in the Milwaukee area. Although he is supportive of the Green Bay Packers, Dave is a Denver Broncos fan at heart. During football’s offseason, Dave enjoys spending time on his pier in Lake Geneva, Wisconsin.
Michael Kennedy
Financial Advisor
630.880.8544
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Michael Kennedy joined Forum Financial Management, LP in 2010 as an Investment Advisor Representative.
He has more than 25 years of experience helping people with financial planning and investment management. Michael works with individuals who are seeking a second opinion about their retirement investments and want to streamline and design an investment program that meets their specific goals. His services include helping individuals with personal budgets, organizing their investments and measuring results.
He serves as Commander of Sons of the American Legion THB Post 187 in Elmhurst. He also serves as a board member for the Notre Dame Club of Chicago Alumni Association, and is a member of the Elmhurst College community group.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional. He received a Bachelor’s degree in Finance from Northern Illinois University.
Michael lives in the western suburbs with his wife, Jeanne, and their two daughters.
Latest From Michael Kennedy
Michael Kite
Financial Advisor
630.873.8531
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Michael Kite, JD joined Forum Financial Management, LP in 2012 as a Financial Advisor. Michael believes understanding his clients is of paramount importance in helping them achieve their financial goals, and his background in family law provides him with experience navigating complex client relationships. He approaches each family’s situation in a holistic manner, devoting careful attention to investing, planning and risk management.
In addition to being a Financial Advisor, Michael is also a Partner at Williams & Kite, LLC. His legal practice focuses on estate planning, small businesses, and commercial and residential real estate.
Michael earned a Juris Doctor from The John Marshall Law School in Chicago. He holds a Bachelor’s degree in History from University of Illinois at Urbana-Champaign.
James Lapera
Financial Advisor
847.581.6000
4709 W. Golf Road Suite 1015
Skokie, IL 60076
James Lapera, CPA joined Forum Financial Management, LP in 2012 and serves as a Financial Advisor in the Skokie office. With more than 25 years in financial services, James enjoys using his financial, tax and business experience to help clients achieve their financial goals. He builds a trusting relationship with his clients to develop a full understanding of their goals, risk tolerance and income needs to create a solid financial plan.
James is a Certified Public Accountant, and he is the managing partner for Pinnacle Financial Solutions PC. He earned his Bachelor’s degree in Accounting from the College of Business, University of Illinois at Urbana-Champaign.
David Lennon
Financial Advisor
815.725.7070
333 N. Hammes Ave.
Joliet, IL 60435
David D. Lennon joined Forum Financial Management, LP in October, 2013 as an Investment Advisor Representative. 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 B.B.A. in Accounting from the University of St. Francis in Joliet, IL. In addition to spending time with his wife and five children, David enjoys working with his clients to provide comprehensive investment, accounting and tax services.
Lou Ann Lisack
Financial Advisor
708.645.8800
15255 S. 94th Ave. Suite 205
Orland Park , IL 60462
Lou Ann Lisack, EA joined Forum Financial Management, LP in 2014 as an Investment Advisor Representative. Lou Ann has more than 20 years of experience in tax and accounting and also serves as an Accountant and Tax Preparer for Tax and Financial Solutions, Inc. in Orland Park, Illinois. She often calls on her experience working with individuals and small businesses in all phases of tax and business planning when helping clients define their financial goals.
As an Enrolled Agent, Lou Ann is credentialed by the IRS to represent taxpayers before the Internal Revenue Service. She earned a Bachelor’s degree in Accounting from Governors State University in University Park, Illinois and an Associate degree in Accounting from South Suburban College in South Holland, Illinois.
Steven Martin
Financial Advisor
630.842.4773
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Steven Martin joined Forum Financial Management, LP in 2019 as a Financial Advisor. Prior to joining Forum, Steven was a director at BKD Wealth Advisors. With more than 30 years of experience in the financial services industry, he has served a community of clients by learning what is important to them and helping them to identify and implement realistic goals. Over the course of his career, he has helped clients in all facets of their financial lives, including retirement planning, estate planning and education planning, all with a focus on the tax implications of those decisions.
Steve has worked with several organizations in and around his community in Plainfield, Illinois. He has served as chairman of the board of directors of the Plainfield Area Chamber of Commerce and race director of the Plainfield Harvest 5K. Steve was also a founding board member of the Plainfield Riverfront Foundation, scoutmaster with Boy Scout Troop 19 and a member of the parish finance council of St. Mary Immaculate Parish in Plainfield.
Steven is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his Bachelor’s degree in Marketing from The University of Illinois in Champaign. Steven enjoys spending time outdoors skiing, running and backpacking and traveling with his wife and son.
Latest From Steve Martin
Megan Martin
Financial Advisor
847.581.6012
4709 W. Golf Road Suite 1015
Skokie, IL 60076
Megan Martin joined Forum Financial Management in 2011. She currently serves as a Financial Advisor. Megan understands that simplicity takes effort, time and commitment, and she excels in finding manageable solutions for complex situations.
Whether organizing financial accounts or tackling the clutter in her home that she shares with her husband and three children, Megan knows that some plans can become complicated before they are ultimately simplified. With a passion for organizing and finding good answers to difficult questions, Megan takes the time to understand the issues before she begins to develop solutions.
Megan began her career in the financial services industry more than 10 years ago, working as a shift supervisor at TCF Bank while attending the University of Michigan in Ann Arbor, Michigan. She later worked as a Senior Client Service Associate for a tax and insurance firm when she moved to Chicago in 2008.
Megan earned a Bachelor’s degree from the University of Michigan in 2006, and she received her Illinois life insurance producer’s license in 2009. Megan sits on the board of her local chapter of the Multiples of America Club, Double Take, as the Newsletter Chair. She enjoys spending time with her family, reading, writing and organizing.
David McClellan
Financial Advisor
312.933.8823
8300 Lime Creek Road
Volente, TX 78641
David McClellan joined Forum Financial Management, LP in August 2015 as an Investment Advisor Representative. He has 25 years of professional experience, primarily in financial services. David’s practice focuses on financial planning and helping clients prepare for a secure retirement.
Prior to joining Forum, David served as the Director of Strategy and Execution at Albridge, a division of Pershing that provides technology solutions to broker-dealers and financial advisors. As a Vice President at Morningstar, he led a retirement income initiative, for which he built retirement income planning software for financial advisors and wrote educational content on retirement risks that won the 2007 Excellence in Communications award from Investment News.
David earned a bachelor’s degree with honors in Economics and History from the University of Texas at Austin while lettering on the swim team, which won several national championships. He received his MBA from The University of Chicago Booth School of Business with concentrations in finance, strategy and marketing.
David also serves as head of wealth management solutions at Aivante, a technology firm seeking to help people plan for their retirement medical expenses. He is an active philanthropist, having co-founded and served as a trustee of Urban Prairie Waldorf School in Chicago. He mentored entrepreneurs at the 1871 incubator in Chicago and served as the event director for Swim Across America Chicago, which under his leadership raised more than $1 million for cancer research at Rush University Cancer Center. He also served on the board of the Alliance for the Great Lakes. David resides in Austin, Texas with his wife, two children and Labrador retriever.
Latest From David McClellan
Medicare Premium Increase and IRMAA Surcharges Announced for 2020 (appeared on InvestmentNews, 11.11.19)
How Medicare "Means Testing" and Tax-Deferred Savings Threatens Retirement Security (appeared on Aivante, 10.28.19)
Tech to Help Advisers Plan for More Years of Healthcare Costs in Retirement (appeared on InvestmentNews, 08.05.19)
Mailbox Money: Think Carefully Before Investing in Rental Property
Five Things to Consider Before Filing Your Taxes
How Much Should You Save to Fund Medical Expenses in Retirement?
Tuition Doesn’t Grow on Trees: Tips for Parents on Saving for College
Dennis Michon
Financial Advisor
708.645.8815
15255 S. 94th Ave. Suite 205
Orland Park , IL 60462
Dennis M. Michon is an Investment Advisor Representative with Forum Financial Management, LP. Dennis is also an accountant and attorney in private practice. He provides income tax planning and tax preparation services for individuals and small corporations through Tax & Financial Solutions, Inc., of which he is President and sole owner. Additionally, he provides legal services in estate planning, wills and trusts, real estate transactions and small business sales and acquisitions through his law partnership, Michon & Buckley, Attorneys-at-Law. His clientele consists of individuals, small business owners and retirees.
Dennis began his career in the tax department of a Big Eight accounting firm, where he rose to the position of tax manager working on investments and tax strategies for wealthy family groups. He continued his career after law school at a small law firm specializing in income tax, estate planning and real estate transactions for wealthy family groups. He then became chief legal counsel to a real estate developer in downtown Chicago, focusing on complex real estate investments.
Dennis joined Forum Financial Management, LP in response to tax clients’ requests to provide more than tax and estate planning services and to coordinate their retirement and estate planning with their investments. Dennis earned a Bachelor of Science degree in Commerce, majoring in Accounting, from De Paul University. He received his law degree from The John Marshall Law School and taught partnership taxation in the master’s program at De Paul University for several years. His relationship with Forum helped Dennis take the next step in helping his clients coordinate tax and financial advice.
Michael Moles
Financial Advisor
773.229.1040
6508 W. Archer Ave.
Chicago, IL 60638
Michael Moles, CPA joined Forum Financial Management, LP in 2017 as a Financial Advisor. Prior to joining Forum, Michael worked at Garfield Ridge Accounting and Vogel Consulting.
Michael is a Certified Public Accountant. He earned a Bachelor’s degree in Accounting from St. Norbert College in De Pere, Wisconsin.
William Morrison, Jr.
Financial Advisor
630.762.8600
440 S. Third Street Suite 202
St. Charles, IL 60174
William O. Morrison, Jr. joined Forum Financial Management, LP in 2015. Prior to joining Forum, Bill owned and managed Morrison & Associates Wealth Management. With 30 years of financial services experience, Bill has counseled clients through major life events, focusing on the investing and tax decisions that come with a new child, marriage, divorce, retirement and the purchase or sale of a business.
Bill works to educate new investors about saving and their investment options, and he assists retirees as they make the transition from working to retirement. He also has experience helping families through the death of a family member by advising them on taxes, distribution of assets and the investment of their inheritance. Bill volunteers with the Knights of Columbus, Holy Cross Catholic Church, Society of St. Vincent de Paul, Hesed House, Valley Sheltered Workshop, Batavia Foundation for Educational Excellence and Boy Scouts of America.
Bill is a Certified Public Accountant. He earned a Bachelor’s degree in Accounting from Millikin University in Decatur, Ill.
Vincenzo Nardi
Financial Advisor
773.865.3922
2002 W. Roscoe St.
Chicago, IL 60618
Vincenzo Nardi joined Forum Financial Management, LP in 2018 as a Financial Advisor. Prior to joining Forum, Vince accrued 17 years of experience in the financial services industry, most recently working independently in the derivative space with a focus in relative value trading in both the CME and TMX exchange. He also held positions with Harrison Trading and Akamai Trading.
Vince participates in the annual Murph Challenge that benefits the LT Michael P. Murphy Memorial Scholarship Foundation. He also participates in the annual Barbell for Boobs campaign to promote breast health care for all, and to improve post-diagnosis quality of life through fitness.
Vince is a CERTIFIED FINANCIAL PLANNER™ professional. He earned an MBA from New Mexico State University in Las Cruces and a Master’s degree in Computational Finance at Oregon Health and Science University in Portland.
Vince and his partner, Tomas, have been together for 24 years. He enjoys Chicago summers, the Chicago Cubs and functional fitness.
Latest From Vince Nardi
Meghan Nolan
Financial Advisor
630.873.8543
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Meghan Nolan, CFP® joined Forum Financial Management, LP in 2016. She currently serves as a Financial Advisor. Prior to joining Forum, Meghan spent seven years helping clients in sales and client service roles in the consumer packaged goods industry.
Meghan is passionate about helping clients plan for a successful and worry-free financial future. She understands that each person has individualized needs, and she values building strong relationships with her clients.
Meghan is a CERTIFIED FINANCIAL PLANNER™ professional. She earned a Bachelor’s degree from the University of Iowa in Iowa City. Meghan resides in the western suburbs of Chicago and enjoys traveling and spending time with her family.
Latest From Meghan Nolan
Meghan Nolan Obtains Her CERTIFIED FINANCIAL PLANNER™ Certification
Marvin Peplow
Financial Advisor
630.217.2101
431 Ford Lane
Bartlett, IL 60103
Marvin Peplow, CPA joined Forum Financial Management, LP in 2016 and currently serves as an Investment Advisor. Prior to joining Forum, Marvin was a Principal at Northwest Investment Group LLC and a Principal at Peplow & Peplow PC. He enjoys working with individual- and family-owned small businesses and has accumulated a wealth of knowledge about small business planning.
Marvin earned a Bachelor’s degree in Accounting from Illinois State University in Normal. He is a Certified Public Accountant, and he is working to become a CERTIFIED FINANCIAL PLANNER™ professional.
Martin Pomrehn
Financial Advisor
630.620.6200
1200 Harger Road Suite 217
Oak Brook, IL 60523
Martin G. Pomrehn, CPA, RLP®, CFP® joined Forum Financial Management, LP in 2016 as a Financial Advisor. He also serves as President of MP360 Tax Services, Ltd. Martin works with individuals and small business owners to help them achieve their financial goals by focusing on saving and emphasizing the importance of having a forward-thinking, long-term plan. He has more than 25 years of experience in integrating tax planning and preparation with investment planning.
Martin is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional and a Registered Life Planner®. He earned a Bachelor’s degree in Accounting from Illinois State University in Normal.
Martin and his wife, Wilhelmina, are longtime residents of Elmhurst, Illinois. Outside of the office, Martin enjoys running, reading, spending time with his family and playing the clarinet in the local community band.
Matthew Ramos
Financial Advisor
630.376.4353
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Matthew Ramos joined Forum Financial Management, LP in 2019 as a Financial Advisor. Prior to joining Forum, Matt ran his own financial planning firm, MAR Financial Planning. With more than 25 years of experience in the financial services industry, he has served as an Advisor, with over eight years advising professional athletes, Portfolio Manager, Chief Operating Officer and Chief Compliance Officer.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA in Finance from the University of Michigan in Ann Arbor and a Bachelor’s degree in Finance from Drexel University in Philadelphia.
In his free time, Matt enjoys playing golf, traveling and volunteering at Skinner Elementary School and the Midwest Brain Injury Clubhouse in Chicago. He previously coached men’s basketball in Washington, DC and hopes to return to coaching high school basketball in Chicago. Matt is a huge sports fan loyal to the University of Michigan, the Arsenal Gunners, and his hometown Philadelphia teams, although he is open to becoming a fan of all Chicago teams.
Juan Ros
Financial Advisor
805.494.3416
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360
Juan Ros, CFP®, CSPG, AEP®, CEPA, CVGA® is a Financial Advisor for Forum Financial Management, LP. Most recently, Juan was a partner and vice president at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College and the ALS Association, helping to raise millions of dollars in current and deferred gifts.
Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the CSPG designation. He is a frequent contributor and member of the editorial board for the monthly publication Planned Giving Today.
Juan serves on the boards of the Conejo Valley Estate Planning Council and the nonprofit Fit 4 the Cause. He is an active member of ProVisors, the Financial Planning Association, the Exit Planning Institute and past president and a member of the Los Angeles Council of Charitable Gift Planners. Juan is also the founder of Financially Zen, a provider of personal finance content delivered online and through social media channels.
Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Certified Specialist in Planned Giving designation, the Accredited Estate Planner® designation, the Certified Exit Planning Advisor designation and the Certified Value Growth Advisor® designation. Juan earned his MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks, California. He holds a Bachelor’s degree from The Pennsylvania State University in State College, Pennsylvania.
Prior to his work in wealth management and philanthropy, Juan worked in the film industry. His name can be seen in the credits of numerous films including “Cape Fear,” “JFK” and “The Godfather Part III.” Juan resides in Ventura County, California, with his wife, two sons and dog, Sasha.
Latest From Juan Ros
Retirement Tip of the Week: Active Investing, a Reddit-Fueled Gamestop Rally and Your Retirement Savings (featured in MarketWatch, 02.01.21)
No One Knows If the Market Is Too High—But Your Emotions Probably Are (featured in Bloomberg Businessweek, 01.22.21)
How to Achieve Your Goals in 5 Steps
Estate Planning Using a Charitable Lead Trust
Planned Giving Myth Blasters! (featured in the podcast Charitable Chit Chat, 08.22.20)
I Have Student Debt, a Mortgage, a Growing Family and I’m Relocating for Work — How Do I Save for Retirement?’ (featured in MarketWatch, 07.11.20)
Opinion: Private-Equity Crowd Wants Your 401(k) Money — ‘Yikes!’ (featured in MarketWatch, 06.14.20)
2020 Who's Who in Banking in Finance (featured in Pacific Coast Business Times, 06.05.20)
Charitable Giving in the Midst of a Pandemic: What You Can Do in 2020
The Stages of Estate Planning From Your 20s to Your 30s (and Beyond)
Juan Ros Discusses When to Seek Help Preparing Your Tax Return (featured in Ventura County Star, 02.08.19)
Joey Schultz
Financial Advisor
714.422.6263
1163 S. Corona St.
Denver, CO 80210
Joey Schultz joined Forum Financial Management, LP in 2019 as a Financial Advisor. Before joining Forum, he served as Director of Strategic Partnerships & Global Strategic Accounts for Expedia and led ongoing strategy development and execution for global strategic partnerships. Joey enjoys working with clients who are seeking clarity around the major financial decisions in their lives. He values building lasting relationships with clients to help them think through complex problems and empower them to approach the future with greater confidence.
In addition to working for more than 10 years in the financial services and accounting industry, Joey is the co-founder of Home for a Home, a volunteer organization through which real estate professionals can donate a portion of their commissions to help fund homes for those in need.
Joey earned his MBA from The University of Chicago Booth School of Business and a Bachelor’s degree in Business Economics and Accounting from the University of California, Los Angeles.
Latest From Joey Schultz
"Boosting Your Tax-Advantaged Savings With a Mega Backdoor Roth"
"Why I Became a Financial Adviser at Age 40" (appeared on FPA Next Generation Planner, 06.01.20)
Elisa Schvaneveldt
Financial Advisor
385.388.0010
P.O. Box 171266
Salt Lake City, UT 84117
Elisa Schvaneveldt, CPA joined Forum Financial Management, LP in 2021 and currently serves a Financial Advisor in the Salt Lake City office. Prior to joining Forum, Elisa worked for Ernst & Young in the audit group and corporate tax and private client services. She also served as the controller for Brighton Recovery, an addiction recovery and mental health company.
She is a Certified Public Accountant. Elisa earned a Master’s degree and a Bachelor’s degree in Accounting from the University of Utah in Salt Lake City.
Elisa is an avid hiker. She enjoys spending her free time exploring the mountains adjacent to the Salt Lake Valley. Her love of hiking has also inspired her to travel to Spain and Norway.
David Seery
Financial Advisor
805.494.3416
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360
David Seery, CFP® joined Forum Financial Management, LP in November 2018 as a Financial Advisor. Most recently, David was a Financial Advisor at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, David was a personal banker for California Republic Bank.
David is involved with FOOD Share of Ventura County, California State University Channel Islands and Jewish War Veterans Post 603. He is also a member of the Financial Planning Association.
David is a CERTIFIED FINANCIAL PLANNER™ professional. He earned Bachelor’s degrees in Business and Economics, each with an international emphasis, from California State University Channel Islands in Camarillo.
Stephen Senesac
Financial Advisor
815.725.7070
333 N. Hammes Ave.
Joliet, IL 60435
Stephen A. Senesac joined Forum Financial Management, LP in October 2013 as an Investment Advisor Representative. Prior to joining Forum, Steve was a representative of a leading national financial services firm where he was regularly recognized for his commitment to helping clients achieve their financial goals and for his dedication to service and excellence in the financial services industry.
Steve attended Brigham Young University on an athletic scholarship and graduated with a Bachelor of Science in Accounting. Upon graduation he worked for a multi-national CPA firm before joining a local Joliet, IL CPA firm; he ultimately co-founded his own firm in 1994. Steve began offering financial services in 1988 after observing his clients’ need for independent, comprehensive and coordinated investment, tax and risk management advice. He now serves clients throughout the United States.
Above all else, the foundation on which Steve provides his client advisory services is always understanding and serving the needs of his clients.
Latest From Steve Senesac
Joseph Spokas
Financial Advisor
630.873.8535
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Joe Spokas, CPA, PFS, CFP® joined Forum Financial Management, LP in 2002. Prior to joining Forum, Joe was a partner at MD Management Associates, a precursor of Forum Tax & Accounting, LLC. He was also one of the first Registered Representatives with The Terra Financial Companies and a partner of Geisen and Swiatlo, a CPA firm in LaGrange, Illinois.
With more than 25 years of experience in public accounting and investment planning, he is active in many industry-related organizations including the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society, AICPA Personal Financial Planning Section and Financial Planning Association.
Joe is also involved in his community, having served for seven years as treasurer of the school board and religious education board at St. Pius X Catholic Church in Lombard, Illinois. He has been active in several youth sports organizations and coached Little League baseball and fast-pitch softball for many years.
Joe is a Certified Public Accountant, a Personal Financial Specialist and a CERTIFIED FINANCIAL PLANNER® professional. He earned a Bachelor’s degree in Accounting and Business Administration from Benedictine University in Lisle, Illinois, where he was a member of the hockey team.
Joe lives in Lombard with his wife, Mary Ellen, and their three children, Matthew, Laura and Jeffrey. He loves golf and enjoys playing bridge, racquetball, biking and spending time with his family.
Seth Stammler
Financial Advisor
614.323.7272
32 Northwoods Road
Saugerties, NY 12477
Seth Stammler, CFA®, CFP® joined Forum Financial Management, LP in 2018 as a Financial Advisor. Prior to joining Forum, Seth founded Bluestone Financial Management with the mission to provide clients with an efficient and evidence-based portfolio management strategy. Seth spent five years at Morgan Stanley as Vice President in the Fixed Income Division. He developed expertise in macroeconomic and credit markets while working with Morgan Stanley’s largest institutional investors.
Seth is a CERTIFIED FINANCIAL PLANNER™ professional. He is a CFA® charterholder. He holds the Associate in Risk Management (ARM) designation. He earned his MBA with concentrations in Analytic Finance and Econometrics and Statistics from the University of Chicago Booth School of Business and a Bachelor’s degree in Finance from the University of Maryland in College Park.
Seth played seven seasons with the New York Red Bulls of Major League Soccer. He and his wife, Cara, enjoy splitting time between New York City and the Hudson Valley.
Jeffrey Stark
Financial Advisor
518.237.3641
132 Mohawk St.
Cohoes, NY 12047
Jeffrey Stark joined Forum Financial Management, LP in 2018 and currently serves as a Financial Advisor. Following retirement from a 35-year career in technology and data analytics with Rensselaer Polytechnic Institute, he joined Stark & Basila Certified Public Accountants, P.C. in 2018 as a Client Services Associate supporting the financial services team. He became a Financial Advisor in 2019.
Throughout his professional career, Jeff’s philosophy has been to build lasting, personalized client relationships focused on understanding. Using this same philosophy coupled with his analytics background, he looks forward to helping clients achieve their personal financial goals.
Jeff earned a Bachelor’s degree in Computer Science from Siena College in Loudonville, New York.
In his free time, Jeff enjoys playing golf, cooking for his family, taking long walks on the beaches of Maine and cherishing time with family and close friends.
Heidi Verbiscer
Financial Advisor
847.769.4838
698 Kenilworth Avenue
Glen Ellyn, IL 60137
Heidi Verbiscer, CPA joined Forum Financial Management, LP in 2020. She currently serves as a Financial Advisor.
Prior to joining Forum, Heidi worked as a senior manager at Miller Cooper & Co. She is the owner and president of the firm Generations Tax & Advisory Services, LLC, an accounting and advisory business serving individuals and small-business owners.
Heidi is a Certified Public Accountant. She earned a Bachelor’s degree in Accounting from the University of Illinois at Chicago.
John Vires
Financial Advisor
630.653.1616 Ext.466
211 S. Wheaton Ave. Suite 400
Wheaton, IL 60187
John W. Vires joined Forum Financial Management, LP in 2016 as an Investment Advisor Representative. Prior to joining Forum, John served as Chief Investment Officer at Trust Company of Illinois. Before joining the Trust Company, John was Vice President and Trust Officer with State Bank of Illinois, West Chicago, and First National Bank of LaGrange. John has more than 15 years of experience serving the financial needs of successful families and assisting clients with estate planning, investment management and retirement planning.
John is equally invested in his community. After serving as Treasurer for the city of Wheaton, he was elected in 2015 to the Wheaton Park District Board of Commissioners. John is also a member of the DuPage Estate Planning Council, Wheaton Lions Club, Connection of Friends Board of Directors and CFA Society of Chicago.
John is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor’s degree in Economics from the University of Illinois. John is a CFA® charterholder. He resides in Wheaton, Illinois.
Latest From John Vires
Ready for Retirement? Planning Looks Very Different After Age 50
Joseph Vogenthaler
Financial Advisor
773.505.8644
3812 N. Hermitage Ave.
Chicago, IL 60613
Joseph Vogenthaler joined Forum Financial Management, LP in 2020. He currently serves as a Financial Advisor. Prior to joining Forum, Joe served in several different roles at Twitch, LLC including chief operations officer, director of trading operations and risk manager. He was also a financial analyst at Continental Bank. From these roles, he has cultivated extensive experience in managing both operational and portfolio risk.
Joe built the wealth of knowledge he has accumulated in financial services with the help of industry leaders who have mentored him throughout his 30-year career. His goal is to use that knowledge and experience to help individuals, families and business owners achieve their financial goals.
By developing strong relationships with clients, Joe is able to carefully assess their financial needs to help them meet their objectives. It is important to Joe that clients truly understand their risk tolerance before they establish a solid foundational plan, so they can maintain and refine that plan as their financial goals change.
Joe earned a Bachelor’s degree in Finance from DePaul University in Chicago.
Michelle Weindruch
Financial Advisor
847.581.6014
1 Northfield Plaza Suite 230
Northfield, IL 60093
Michelle Weindruch joined Forum Financial Management, LP in 2012 as an Investment Advisor Representative and specializes in a needs-based approach to investing and financial planning. Michelle believes it is important to understand a client’s financial needs and goals, both short and long term, before developing an appropriate, individualized model tailored for each client.
Michelle is a CERTIFIED FINANCIAL PLANNER™ professional and has a Masters degree in Education and is passionate about promoting financial understanding among her clients. With her educational background, she understands the important role knowledge plays in the investment process.
Michelle is the founder of a not-for-profit, Climb to Safety, which brings financial literacy to school-aged children.
Latest From Michelle Weindruch
Brooks White
805.494.3416
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360
Brooks White joined Forum Financial Management, LP in 2019. Prior to joining Forum, Brooks was an Associate for Lamia Financial Group, Inc.
Brooks became involved with California Lutheran University’s Delta Sigma Pi, a professional business fraternity, and served as Chancellor of the Upsilon Chi chapter. Through this organization, he was fortunate enough to contribute to a variety of charitable organizations, including the 1736 Family Crisis Center, Habitat for Humanity and the American Cancer Society.
Brooks is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor’s degree in Business Administration with an emphasis in Finance from California Lutheran University in Thousand Oaks, California.
In his free time, Brooks enjoys lifting weights, playing basketball and following his favorite NBA team, the Los Angeles Lakers.
Ryan Zink
Financial Advisor
630.762.8600
440 S. Third Street Suite 202
St. Charles, IL 60174
Ryan Zink joined Forum Financial Management, LP in 2015 and currently serves as a Financial Advisor. Prior to joining Forum, Ryan served as a Financial Advisor for Morrison Associates Wealth Management and as a Financial Advisor for Country Financial. With seven years of experience in the financial services industry, Ryan’s passion is working directly with clients.
Ryan understands that investment and insurance solutions are inherently complex, can be misunderstood and are oftentimes intimidating. He takes pride in helping clients to develop balanced financial plans based on their values and goals.
Ryan earned a Bachelor’s degree from University of Illinois at Chicago.
Before his career in financial services, Ryan pitched for five seasons in professional baseball. He lives in the western Chicago suburbs with his wife, Sarah, two sports-obsessed sons and a fun-loving Labrador retriever.
Management Team
Jacqueline Arenas
Client Service Manager
630.873.8514
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Jacqueline Arenas joined Forum Financial Management, LP in 2015. She currently serves as Client Service Manager in the Client Services group at the Lombard office. Prior to joining Forum, Jackie was a relationship manager at Fidelity Investments and a stockbroker at Scottrade. With more than eight years of experience working in financial services, she enjoys serving clients from the service and operations side of the relationship, including ensuring that clients experience a pleasant and seamless onboarding process.
Jackie earned a Master’s degree in Business Administration and a Bachelor’s degree in Economics from Lewis University in Romeoville, Illinois.
Mac Davis
Chief Operating Officer
630.873.8542
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Mac Davis joined Forum Financial Management, LP in 2015. He currently serves as Chief Operating Officer at the Lombard office. Prior to joining Forum, Mac worked as a project manager and sales representative in the construction industry, focusing on developing relationships within the real estate industry and overseeing the completion of contracted projects.
When Mac began his journey with Forum four years ago, he worked on the BackOffice team helping to manage the daily trading activities of the firm. Currently serving as a member of the Operations team at Forum, Mac carries out daily trading operations and manages accounts for advisor firms. He strives for innovation and to create an atmosphere in which associates can grow and succeed.
Having passed the Series 65 exam and working to become a CERTIFIED FINANCIAL PLANNER™ professional, Mac is continuing to build on his understanding of the financial services industry.
Mac earned a Master’s degree in Business Administration with a concentration in Finance from DePaul University in Chicago. He also holds a Bachelor’s degree in Finance from Indiana University in Bloomington, Indiana.
Laura Latragna
Chief Marketing Officer
630.426.6913
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Laura Latragna joined Forum Financial Management, LP in 2015. She currently serves as Chief Marketing Officer.
Previously, Laura served in various leadership roles in marketing and communications including Director of Communications for BAM Advisor Services/Buckingham Strategic Wealth in St. Louis. She has more than 15 years of experience working in the financial services industry.
Laura earned her MBA and holds a Bachelor’s degree in Communications from Loyola University Chicago.
Faye Nybo
Chief Legal Counsel
630.873.8503
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Faye Hizon Nybo joined Forum Financial Management, LP in 2018. As Chief Legal Counsel, Faye handles legal and regulatory matters and assists with compliance issues. Before joining Forum, she served as an attorney at Faermark & Williams, LLC where she focused her legal practice on business and corporate law, estate planning and residential and commercial real estate.
Faye began her legal career as an enforcement attorney with the U.S. Securities and Exchange Commission (SEC), investigating and prosecuting financial fraud cases involving insider trading, Ponzi schemes, market manipulation and accounting fraud. She also spent several years with the accounting and consulting firm of Grant Thornton LLP as a senior in-house counsel where she managed class action and professional liability litigation and worked on SEC/public company accounting oversight board compliance and investigations.
Faye is a member of the Illinois State Bar Association and Association of SEC Alumni. Faye earned a Bachelor’s degree from the University of Illinois at Urbana-Champaign and her JD from the Chicago-Kent College of Law Illinois Institute of Technology.
Molly Powers
Advisor Relations
630.873.8538
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Molly joined Forum Financial Management, LP in 2011. She currently serves in Advisor Relations in the Advisor Services group at the Lombard office. She provides support to advisors in different stages of their career from onboarding to succession planning. With nearly a decade of experience in financial services, she serves as the primary resource for new advisors, ongoing practice management and acquisition transitions.
Molly is a CERTIFIED FINANCIAL PLANNER™ professional. She earned a Bachelor’s degree from the University of Illinois at Urbana-Champaign. Molly enjoys running, golfing and spending time with her husband and family.
Kyle Schroeder
Director of the Office of the Co-Managing Partners
630.376.4355
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Kyle Schroeder joined Forum Financial Management, LP in 2020 as the Director of the Office of the co-Managing Partners. Prior to joining Forum, Kyle served as an associate for Prospect Partners, LLC, where he engaged in the due diligence and execution of leveraged recapitalizations of middle-market businesses. As an investment banking analyst for Bank of America Merrill Lynch, he was involved with debt and equity capital offerings and mergers and acquisitions of automotive and industrial companies.
Kyle has experience in transactional analysis and financial modeling of business opportunities as well as managerial/administrative decision making. At Forum, he interfaces with management teams and key personnel, manages internal projects and connects with contacts throughout the industry.
Kyle earned a Bachelor of Business Administration in Finance and Economics from the University of Iowa in Iowa City.
Kyle and his wife, Amy, live in Chicago. He enjoys cooking and exploring their Chicago neighborhood with their dog, Finley.
Brian Shapiro
Advisor Development Officer
773.454.9414
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Brian Shapiro joined Forum Financial Management, LP in 2019 as Advisor Development Officer. Before joining Forum, he led the client development efforts for one of the largest turnkey asset management providers in the evidence-based investing space. His 19 years of experience in the financial services industry include eight years at Morningstar Investment Services in Chicago.
As Advisor Development Officer, Brian will focus on recruiting like-minded advisors and Registered Investment Advisor firms to join the organization. Through a consultative approach, Brian works with firms to uncover their needs and challenges to identify ways that a partnership with Forum would be beneficial to their business.
Brian earned a Bachelor’s degree in Business Administration from the University of Missouri–St. Louis.
Latest From Brian Shapiro
Forum Hires Former Director of Advisor Recruiting From BAM Advisor Services in Bid to Expand DFA-Focused TAMP Offering (appeared on Cision PR Newswire, 10.24.19)
Allison Tronnes
Chief Compliance Officer
630.873.8512
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Allison joined Forum Financial Management, LP in 2001. She currently serves as Chief Compliance Officer at the Lombard office. With more than 15 years in the financial services industry, she has also worked in client service, marketing, and advisor onboarding at Forum. As Chief Compliance Officer, Allison manages the firm’s compliance program, continually revising the policies and procedures in response to the changing needs of the firm, industry rules and governmental policies.
Allison earned a Bachelor’s degree in Business Administration and Economics from Elmhurst College in Elmhurst, Illinois. She is an Investment Adviser Certified Compliance Professional®. In her free time, she enjoys spending time with her husband and two young children.
Latest From Allison Tronnes
Allison Tronnes Earns Compliance Professional Designation, Strengthens Forum Compliance Program
Advisor Services
Jill Butler
Compliance Liaison
630.873.8529
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Jill Butler joined Forum Financial Management, LP in 2015. She currently serves as the Compliance Liaison at the Lombard office. She has attained extensive exposure to complex client related issues and serves as a resource not only to the Lombard office, but to various outside offices as well. She works closely with the Chief Compliance Officer in a supportive role to help ensure compliance related tasks and audits are being reviewed and processed accordingly.
Prior to joining Forum, Jill served in various roles for Charles Schwab and Co. With 27 years in the financial services industry, she has served in the capacity of working for both the Retail and Schwab Institutional side of the brokerage business. A vast majority of her experience included working in the branch environment acting in client support and business development roles which encompassed working closely with the Financial Consultants.
Jill earned a Master’s degree in Industrial and Organizational Psychology from Touro University Worldwide in Los Alamitos, California. She also holds a Bachelor’s degree in Business Administration from Everest University in Orlando, Florida and an Associate’s degree in Fashion Merchandising from Cazenovia College in Cazenovia, New York.
Nancy Caesar
Nancy Caesar joined Forum Financial Management, LP in 2015. She currently serves as a Project Manager in the Advisor Services group at the Lombard office. Prior to joining Forum, Nancy held a variety of positions with Ace Hardware Corporation and McDonald’s Corporation. With more than 25 years of experience in the information technology field, she leads project management for numerous initiatives across Forum.
Nancy earned a Bachelor’s degree in Computer Science from Northern Illinois University in DeKalb, Illinois.
Karonda Gavin
Backoffice Associate
630.426.6942
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Karonda Gavin joined Forum Financial Management, LP in 2019. She currently serves as a Backoffice Associate at the Lombard office. Prior to joining Forum, Karonda held various positions at Cetera Financial Specialists, formerly Genworth Financial Securities. She has 15 years of experience in the financial services industry, working in back office roles assisting advisors with client account inquiries, website navigation and new account paperwork.
Karonda earned a Bachelor of Professional Studies degree from Roosevelt University in Chicago.
Stephanie Jeffries
Backoffice Associate
630.426.6947
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Stephanie Jeffries joined Forum Financial Management, LP in 2019. She currently serves as a Backoffice Associate at the Lombard office. Prior to joining Forum, Stephanie managed investment portfolios for Mercer Investment Consulting and T. Rowe Price. Stephanie has more than five years of experience in the financial services industry working with defined benefit and contribution plans, pension plans, trusts, foundations and endowments.
Stephanie earned her Master’s degree in Economics and Finance from Southern Illinois University in Edwardsville, Illinois and a Bachelor’s degree in Economics from the University of South Florida in Tampa.
Amy Karp
Amy Karp joined Forum Financial Management, LP in 2020. She currently serves as a Staff Accountant in the Lombard Office. Prior to joining Forum, Amy began her bookkeeping career at a local coffee roaster in Evanston, Illinois. Since then, she has worked in the craft beverage industry in conjunction with her bookkeeping work. Amy has studied wine, administered tastings and served as the craft beer buyer for two different wine shops in Chicago.
Amy earned a Bachelor’s degree in Political Science from DePaul University in Chicago.
Amy lives in Oswego, Illinois with her husband and three boys. She belongs to two different book clubs and enjoys playing tennis in her free time.
Aliza Khan
Backoffice Associate
630.426.6924
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Aliza N. Khan joined Forum Financial Management, LP in 2018. She currently serves as a Backoffice Associate at the Lombard office. Prior to joining Forum, Aliza was an Accounting Assistant at Marc S. Greenwald & Co., Inc., an adjunct lecturer in Economics at Lakeland Community College and a Data Analyst at Nur Center for Research & Policy.
Aliza earned a Master’s degree in Applied Economics from Forman Christian College in Lahore, Pakistan. She holds a Bachelor’s degree in Economics from Government College University in Lahore, Pakistan.
Debbie Manno
Advisory Services Coordinator
630.873.8513
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Debbie Manno is a key member of Forum’s Asset Management Team. Debbie’s responsibilities have grown with the firm over the years. Today she works closely with the managing partners to ensure that the firm’s daily operations run smoothly. Her duties also include maintaining the reporting data base that generates client quarterly and current reports and working with the Client Service Team. She is also Forum’s secondary Portfolio Trader.
Debbie joined two of the founding partners of Forum in 1996, and has over 25 years of experience in the financial services industry. She has an A.A. degree in Business Administration from Wright Junior College.
Carisis Martinez
Marketing Specialist
630.426.6915
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Carisis Martinez joined Forum Financial Management, LP in 2019 as a Marketing Specialist. Prior to joining Forum, Carisis served as a sales and marketing associate in the food production industry. Her marketing experience includes social media engagement, website rebranding and client account management. In her current role, she assists with various marketing and communication initiatives alongside Forum’s Director of Marketing.
Carisis earned her MBA with a concentration in Marketing and holds a Bachelor’s degree in Business Administration from Lewis University in Romeoville, Illinois. In her free time, she enjoys spending time with friends and family, makeup artistry and listening to music.
Matthew Ramos
Financial Advisor
630.376.4353
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Matthew Ramos joined Forum Financial Management, LP in 2019 as a Financial Advisor. Prior to joining Forum, Matt ran his own financial planning firm, MAR Financial Planning. With more than 25 years of experience in the financial services industry, he has served as an Advisor, with over eight years advising professional athletes, Portfolio Manager, Chief Operating Officer and Chief Compliance Officer.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA in Finance from the University of Michigan in Ann Arbor and a Bachelor’s degree in Finance from Drexel University in Philadelphia.
In his free time, Matt enjoys playing golf, traveling and volunteering at Skinner Elementary School and the Midwest Brain Injury Clubhouse in Chicago. He previously coached men’s basketball in Washington, DC and hopes to return to coaching high school basketball in Chicago. Matt is a huge sports fan loyal to the University of Michigan, the Arsenal Gunners, and his hometown Philadelphia teams, although he is open to becoming a fan of all Chicago teams.
Manny Robles
Backoffice Associate
630.426.3890
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Manny Robles joined Forum Financial Management, LP in 2017. He currently serves as a Backoffice Associate in the Lombard office. Prior to joining Forum, Manny worked in Operations for Travelers Insurance and as a Client Service Associate for a regional wealth management firm.
As a member of the Operations team at Forum, he carries out daily trading operations and manages accounts for advisor firms. In this role, he works closely with Forum’s advisors processing trades and implementing portfolio updates.
Manny earned a Bachelor’s degree in Finance from Aurora University in Aurora, Illinois.
Client Services
Karen Arenz
Client Service Associate
630.873.8519
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Karen Arenz joined Forum Financial Management, LP in 2015. She currently serves as a Client Service Associate in the Client Services group at the Lombard office. Prior to joining Forum, Karen was Trader/Manager of Operations and Client Services at Liberty Funds Group. With 20 years in the financial services industry, she has extensive client service experience working with advisors and assisting clients. She is a member of the Elmhurst Junior Women’s Club.
Karen earned a Master’s degree in Business Administration from DePaul University in Chicago and a Bachelor’s degree in Finance from Northern Illinois University in DeKalb, Illinois.
Sharon Bowler
Client Service Associate
630.426.6946
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Sharon Bowler joined Forum Financial Management, LP in 2019. She currently serves as a Client Service Associate in the Lombard office.
Prior to joining Forum, Sharon spent 18 years at the Chicago Mercantile Exchange, served as an Investor Services Associate at Citadel Solutions and as a Client Service Representative at Pekin Hardy Strauss Wealth Management. She has 30 years of experience providing quality support to clients and investors in a variety of roles in the financial services industry.
Sharon studied general business at DePaul University in Chicago and College of DuPage in Glen Ellyn, Illinois. Sharon lives in Darien, Illinois and enjoys spending time with her daughter and traveling.
Karen Caselli
Client Service Associate
305.666.9411
5900 SW 73rd Street St. 300
South Miami, FL 33143
Karen Caselli, CFP® joined Forum Financial Management, LP in 2021. She currently serves as a Client Service Associate in the Miami office. Prior to joining Forum, Karen served as a portfolio advisor for David Smith Advisory. She has 28 years of experience in the financial services industry.
Karen is a CERTIFIED FINANCIAL PLANNER™ professional. She earned a Bachelor’s degree in Business Administration with a concentration in Finance from the University of South Carolina in Columbia. In addition to spending time with family and her cats, Karen enjoys cooking and numerous outdoor activities that connect her to the natural beauty of Miami.
Irene Compra
Client Service Associate
630.426.6945
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Irene Compra joined Forum Financial Management, LP in 2019. In her role as Client Service Associate, 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.
Paola Corrales
Client Service Associate
305.666.9411
5900 SW 73rd Street St. 300
South Miami, FL 33143
Paola Corrales joined Forum Financial Management, LP in 2021. She currently serves as a Client Service Associate in the Miami office. Prior to joining Forum, Paola worked for David Smith Advisory for 10 years where she was involved in all aspects of client interaction. Paola also worked in marketing and public relations for a high-end men’s retail grooming line. She is a licensed insurance agent.
Highly creative and extremely driven, Paola brings with her an expertise in client relations and communications, organizational structure, project management, event marketing and team dynamics. Drawing on her keen analytical skills, she thrives on solving challenges to develop solutions, particularly when it comes to helping clients.
Mark Giancarlo
Client Service Associate
630.426.6916
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Mark L. Giancarlo joined Forum Financial Management, LP in 2018. He currently serves as a Client Service Associate in the Client Services group at the Lombard office. Prior to joining Forum, Mark was a Relationship Manager with Fidelity Investments and a Financial Professional with Prudential Insurance Company of America. With six years of experience in the financial services industry, he has enjoyed his time both in service and solutions roles.
Mark earned his MBA from University of St. Francis in Joliet, Illinois. He holds a Bachelor’s degree in Business Administration from Saint Xavier University in Chicago. Mark is a former United States Marine and an Iraq War veteran.
Tracey Gray
Client Service Associate
305.666.9411
5900 SW 73rd Street St. 300
South Miami, FL 33143
Tracey Gray joined Forum Financial Management, LP in 2021. She currently serves as a Client Service Associate in the Miami office. Prior to joining Forum, Tracey worked for David Smith Advisory for more than 15 years where she served in an operational support role and assisted in office management. Tracey has also worked for the University of Miami and in various marketing and strategic analysis roles at Burger King Corporation headquarters.
Tracey regards the ongoing operational support of client accounts as a top priority when delivering an optimal client experience. With more than 15 years in the financial services industry, she has experience assisting in the preparation of client meeting reports and has established professional long-term relationships with many clients.
Tracey is a Miami native. She and her husband enjoy spending time with their daughter and her family, which includes their two granddaughters.
Matthew Harrigan
Client Service Associate
630.873.8537
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Matthew Harrigan joined Forum Financial Management, LP in 2018. He currently serves as a Client Service Associate in the Client Services group at the Lombard office. Prior to joining Forum, Matthew served in client service and research analyst roles with Alpha Fiduciary and Leavitt Capital Management. With more than 15 years in the financial services industry, he has extensive experience working with advisors and assisting clients.
Matthew holds the Chartered Mutual Fund CounselorSM (CMFC®) designation. He earned a Bachelor’s degree in Business Administration with a concentration in Finance from the University of Wisconsin – Parkside in Kenosha, Wisconsin.
Marilyn Morrison
Client Service Associate
630.762.8600
440 S. Third Street Suite 202
St. Charles, IL 60174
Marilyn Morrison joined Forum Financial Management, LP in 2014. With more than 20 years in the financial services industry, she currently serves as a Client Service Associate for Bill Morrison and Ryan Zink. Marilyn enjoys meeting and greeting clients as well as carrying out reporting and operational processes. In this role, she processes reports and paperwork for client meetings, drafts correspondence and monitors client accounts.
Marilyn earned a Bachelor’s degree in Biology from Millikin University in Decatur, Illinois.
Racquel Rizzo
Office Administrator
630.426.3889
1900 S. Highland Ave. Suite 100
Lombard, IL 60148
Racquel Rizzo joined Forum Financial Management, LP in 2016. She currently serves as an Office Administrator in the Lombard office. Racquel is also a Teaching Artist with Dream Big Performing Arts where she teaches theater to young children in after-school drama programs in Chicago Public Schools. She volunteers weekly with the Adoption Center of Illinois.
Racquel earned a Bachelor’s degree in Theater Studies and a Minor Certificate in Public Relations from University of Illinois at Urbana-Champaign.
Logan Sanders
Logan Sanders joined Forum Financial Management, LP in 2019. Prior to joining Forum, Logan was an Associate for Lamia Financial Group, Inc. He enjoys financial planning and helping clients achieve their financial goals.
Logan earned a Bachelor’s degree in Business Administration from California Lutheran University in Thousand Oaks. He is working on a Master’s degree in Financial Planning, and he is pursuing a CFP® certification.
Logan was a starting defensive back for the Cal Lutheran Kingsmen football team and a member of Delta Sigma Pi. He is originally from Northern California.
Brooks White
805.494.3416
100 E. Thousand Oaks Blvd. Suite 200
Thousand Oaks, CA 91360
Brooks White joined Forum Financial Management, LP in 2019. Prior to joining Forum, Brooks was an Associate for Lamia Financial Group, Inc.
Brooks became involved with California Lutheran University’s Delta Sigma Pi, a professional business fraternity, and served as Chancellor of the Upsilon Chi chapter. Through this organization, he was fortunate enough to contribute to a variety of charitable organizations, including the 1736 Family Crisis Center, Habitat for Humanity and the American Cancer Society.
Brooks is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor’s degree in Business Administration with an emphasis in Finance from California Lutheran University in Thousand Oaks, California.
In his free time, Brooks enjoys lifting weights, playing basketball and following his favorite NBA team, the Los Angeles Lakers.