A deep bench of highly credentialed professionals
Forum has a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.
Forum has a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.
Partner
jadam@forumfin.com
630.873.8545
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.
Co-Managing Partner
nbatavia@forumfin.com
832.630.7841
Nirav Batavia serves as co-Managing Partner of Forum and co-Director of Forum’s Investment Committee as well as Chief Technology Officer. His 16 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
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)
Partner
mehlert@forumfin.com
847.522.8080
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, the Strategic Planning Committee of the National Disabilities Institute in Washington, DC, the Advisory Board of Integrative Touch for Kids in Tucson and 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
Partner
kforrestal@forumfin.com
630.873.8544
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 18 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.
Partner
ahambourger@forumfin.com
847.581.6000
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.
Partner
clamia@forumfin.com
805.494.3416
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.
Partner
amarwede@forumfin.com
847.234.0808
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
Partner
rmethven@forumfin.com
804.523.8694
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.
Partner
nmindel@forumfin.com
630.873.8530
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.
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
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
Partner
bray@forumfin.com
801.272.0908
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.
Co-Managing Partner
jrogers@forumfin.com
630.873.8518
Jonathan M. Rogers serves as co-Managing Partner of Forum and co-Director of Forum’s Investment Committee. He previously worked for Dimensional Fund Advisors in their Financial Advisor Services Group, where he had both analytical and business development responsibilities.
As co-Managing Partner, Jonathan leads strategic projects across the organization, as well as coordinates operations, communications and training across all advisory teams that constitute Forum’s Wealth Advisor Alliance.
As co-Director of Forum’s Investment Committee, Jonathan organizes Forum’s due diligence and investment research initiatives. His analytical finance skills complement the experience of the other committee members.
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, Marketing, Operations, Entrepreneurship and Analytical Management.
Latest From Jonathan Rogers
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)
Partner
bsavage@forumfin.com
630.873.8515
Brian T. Savage has spent his career helping individuals and families achieve their financial goals while also managing risk. Brian is known for being a down-to-earth person who can relate to people of all backgrounds. Brian’s clients view him as their trusted financial confidant because he takes the time to understand and address an individual’s unique situation.
Brian’s advice is the result of more than 35 years of private firm accounting, tax and financial experience. He excels at untangling complexities and identifying the right course of action for each client.
Early in his career, Brian was an IRS agent and he later founded his own accounting business. He was 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.
Brian is a CERTIFIED FINANCIAL PLANNER™ professional. Brian holds a Bachelor’s degree in Accounting from Western Illinois University’s College of Business. Brian is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, the National Society of Public Accountants and the National Society of Compliance Professionals. He proudly serves on the Western Illinois University Executive Alumni Council.
Partner
aweindruch@forumfin.com
847.581.6043
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.
Partner
mpwesche@forumfin.com
6308738540
Mary Pat Wesche helps clients create and preserve wealth by making sure that their tax, insurance and estate planning needs are met. She works with high net worth individuals and closely held companies and their owners. She also consults on business acquisition and divestiture.
Mary Pat was named one of 2008’s Influential Women in Business by the Business Ledger in partnership with the National Association of Women Business Owners, Chicago Area Chapter. She is a member of the American Institute of Certified Public Accountants, Illinois CPA Society and the Financial Planning Association.
Mary Pat is a CERTIFIED FINANCIAL PLANNER™ professional. 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, Mary Pat has worked with DuPagePads, a community organization that addresses the needs of the homeless population. She has served as a past president of the Board of Directors, chair of the Program committee and board advisor. In 2016, she received the DuPagePads Spirit Award for her volunteer work with the organization.
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
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
Financial Advisor
raustin@forumfin.com
630.653.1616
Ronald D. Austin joined Forum Financial Management, LP in July 2014 as an Investment Advisor Representative. Ron is a partner with the accounting firm of Mathieson, Moyski, Austin & Co., LLP, located in Wheaton, IL. He received his Bachelor of Science degree in Accounting from Augustana College. He then went on to receive a masters degree in taxation from Northern Illinois University, and is a licensed Illinois CPA.
Ron has more than 25 years of experience working with businesses and their owners. His extensive experience puts Ron in a unique position to assist clients in achieving their financial goals and objectives. His background as a CPA, combined with Forum’s local support services, allows Ron to offer clients the best and most trustworthy service available.
Financial Advisor
bbasila@forumfin.com
518.237.3641
Bryan T. Basila, CPA joined Forum Financial Management, LP in 2016 as a Financial Advisor. With more than 15 years of financial services experience, Bryan works closely with clients to help them achieve their financial goals. Bryan is Vice President of Stark & Basila Certified Public Accountants, P.C. and an adjunct professor at SUNY Adirondack.
Bryan is a Certified Public Accountant. He earned a Bachelor’s degree in Accounting from Hartwick College in Oneonta, New York.
In his free time, Bryan enjoys spending time with his wife and four children.
Financial Advisor
jborenstein@forumfin.com
805.494.3416
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.
Financial Advisor
lbrown@forumfin.com
254.366.6878
Louis P. Brown, CPA/PFS joined Forum Financial Management, LP in 2018 as a Financial Advisor. Prior to joining Forum, Louis was a financial advisor with MassMutual and a tax advisor in solo practice for more than 16 years. As a CPA, he brings his tax-planning expertise to the financial planning process, helping individuals, families and small business owners achieve their financial goals.
Louis is a Certified Public Accountant and a Personal Financial Specialist. He earned a Master’s degree in Financial Services from The American College of Financial Services in Bryn Mawr, Pennsylvania, and a Bachelor’s degree in Business Administration from Thomas Edison State University in Trenton, New Jersey.
Financial Advisor
ncampbell@forumfin.com
630.426.6908
Nicole A. Campbell, CFP® joined Forum Financial Management, LP in 2014. She currently serves as an Investment Advisor Representative. Prior to joining Forum, Nicole served high net worth clients while managing operations and client services for an investment management and financial planning firm in California. With more than 12 years of financial services experience, Nicole has gained a wealth of knowledge about tailored investment strategies, portfolio management, behavioral finance and advisory operations.
Nicole’s specialty is guiding clients in transition and empowering women. Her mission is to be a champion for her clients’ financial and life goals. Nicole is passionate about financial education and believes that having this foundational knowledge is paramount for clients to achieve their goals. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional. She is an active member of the Financial Planning Association.
Nicole earned a Bachelor’s degree in Public Affairs from Indiana University – Bloomington. She resides in Campton Hills, Illinois with her husband, their two children and the newest addition to the family, a 2-year-old Treeing Walker Coonhound rescue dog.
Latest From Nicole Campbell
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
Financial Advisor
tcampbell@forumfin.com
630.420.1231
Financial Advisor
dcampbell@forumfin.com
630.420.1231
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.
Financial Advisor
jdemarco@forumfin.com
708.629.7985
Joseph M. DeMarco, CPA joined Forum Financial Management, LP in 2018 as a Financial Advisor. He is also a partner and founding member of the CPA firm DeMarco Sciaccotta Wilkens & Dunleavy, LLP. With more than 20 years of experience in the financial services industry, Joe has specialized in working with small- and mid-sized privately owned businesses.
Joe is a member of the Frankfort Chamber of Commerce and volunteers for the Sheilah A. Doyle Foundation. He is also an active member of the AICPA and the Illinois CPA Society.
Joe is a Certified Public Accountant. He earned a Bachelor’s degree in Accounting from the University of Illinois at Urbana-Champaign.
Financial Advisor
jdoblin@forumfin.com
847.581.6028
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 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 CFA® charterholder. 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 son’s baseball team, 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"
Financial Advisor
ddrallmeier@forumfin.com
630.873.8506
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
Around the World With Dan Drallmeier (VIDEO)
Daniel Drallmeier Obtains His CERTIFIED FINANCIAL PLANNER™ Certification
Financial Advisor
pdraniczarek@forumfin.com
630.986.1804
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.
Financial Advisor
jforrester@forumfin.com
972.380.4900
Jason Forrester, CPA, CGMA joined Forum Financial Management, LP in 2018 as a Financial Advisor. Prior to joining Forum, Jason was a tax manager for Bland Garvey, PC where he prepared corporate, partnership and individual tax returns and accounting for high net worth clients. Jason has more than 20 years of experience in tax preparation, asset protection and estate planning, business accounting and consulting, business valuations and financial planning. He left Bland Garvey to form Forrester & Associates, PC (now Forrester | Morgan, PC) where he continued to serve high net worth clients and expanded the practice to include advising services.
Jason is a member of the American Institute of Certified Public Accountants. He holds a Master’s degree in Accounting and International Business and a Bachelor’s degree in Government and Politics from the University of Texas at Dallas in Richardson, Texas.
A devoted husband and father to two daughters and a son, Jason enjoys traveling with his family, camping, hiking and hunting.
Financial Advisor
cgenzler@forumfin.com
630.880.8546
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
Financial Advisor
nhalawa@forumfin.com
773.867.8626
Neal Halawa 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 a Bachelor’s degree in Finance from DePaul University in Chicago. He and his wife, Seda, live in Chicago with their child.
Financial Advisor
mheinrich@forumfin.com
941.706.1490 (FL) | 630.873.8510 (IL)
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)
Financial Advisor
dhuskin@forumfin.com
414.431.7390
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.
Financial Advisor
mkennedy@forumfin.com
630.880.8544
Michael Kennedy joined Forum Financial Management, LP in August 2010 as an Investment Advisor Representative.
He brings over 25 years experience of helping people through financial planning, investment management and personal service. 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.
Michael received a Bachelor of Science degree in Finance from Northern Illinois University and is a Certified Financial Planner. 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 lives in the western suburbs with his wife Jeanne and their two daughters.
Investment Advisor Representative
hkite@forumfin.com
630.873.8549
Howard Kite prides himself on working with clients to implement value-driven portfolios of investments and insurance that allow individuals to accumulate and preserve their assets throughout their lives. He has the notable ability to make the often confusing world of financial and insurance planning easier to understand so clients can make knowledgeable, informed decisions.
Howard entered the financial services industry in 1981 as a Registered Representative and insurance producer. He later became one of the original Principals of the Terra Financial Companies and was instrumental in its dramatic growth. From 1998 into 2009, as the Chief Operating Officer and National Sales Manager, he was responsible for and oversaw the company's growth to over 2,000 advisers and a 10 times increase in sales revenue. In 2009, he affiliated with Forum Financial Management, LP and started Pinnacle Wealth Management in order to pursue his own business interests.
Howard received his Bachelor of Science degree in Finance and Business Education from Northern Illinois University. He is a member of the Society of Financial Services Professionals, National Association of Insurance and Financial Advisers, and the Certified Planning Association. He is a recognized speaker and educator in the financial services industry, and has appeared in many venues throughout the country. He is an Investment Adviser Representative of Forum Financial Management, LP and Managing Member of Pinnacle Wealth Management, LLC.
Financial Advisor
mkite@forumfin.com
630.873.8531
Michael Kite, JD joined Forum Financial Management, LP in 2012 as a Financial Advisor. He is also a Partner at Pinnacle Wealth Management, LLC. 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 an Associate Attorney with the law firm of Faermark and Williams, 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.
Financial Advisor
jlapera@forumfin.com
847.581.6000
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.
Financial Advisor
dlennon@forumfin.com
815.725.7070
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.
Financial Advisor
llisack@forumfin.com
708-645-8800
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.
Financial Advisor
tlongo@forumfin.com
630.873.8520
Thomas R. Longo joined Forum Financial in April 2013 and works alongside Marcus Heinrich and Karma Forrestal to meet his clients' financial needs and goals.
Tom is a practicing CPA of 25 years and maintains his tax and accounting practice in Hinsdale, Illinois. His clients consist of small to medium sized businesses in addition to his loyal and extensive 1040 tax practice. Tom also likes to work on 1041 tax returns, which involve the unique tax planning and strategies of estate and trusts.
Tom has high ethical standards and joined Forum after researching several financial firms. He chose Forum because of the competency and trustworthiness of its advisors. He also likes the diversity and professionalism of the DFA investment platform and its close ties to the University of Chicago Booth School of Business.
Tom lives in Brookfield, Illinois with his wife of 23 years and their two children. Their son recently earned the Boy Scout Eagle Rank, and their daughter is very active with the Girl Scouts. For recreation, they enjoy reading, biking, swimming, and skiing.
Financial Advisor
dmcclellan@forumfin.com
312.933.8823
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. He holds a Retirement Management Advisor (RMA) certification.
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. Previously, he was Vice President of Business Development for Morningstar. At Morningstar, he led a retirement income initiative and built retirement income planning software for financial advisors as well as wrote educational content on the risks investors face in retirement, which 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 serves as a business advisor to DZee Solutions, a health and wealth technology startup. 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, TX with his wife, two children and Labrador retriever.
Latest From David McClellan
Five Things to Consider Before Filing Your Taxes
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Financial Advisor
dmichon@forumfin.com
708.645.8815
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.
Financial Advisor
jmoles@forumfin.com
773.229.1040
James L. Moles joined Forum Financial Management, LP in October 2013 as an Investment Advisor Representative. With over 32 years in the financial planning field, Jim's knowledge and attention to detail are essential to the financial planning advice he offers.
Jim received a Bachelor of Science in Business Administration from Roosevelt University in Chicago, IL.
Financial Advisor
mmoles@forumfin.com
773.229.1040
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.
Financial Advisor
pmorgan@forumfin.com
972.380.4900
Phillip Morgan, CPA joined Forum Financial Management, LP in 2018 as a Financial Advisor. Phillip is also a CPA at Forrester | Morgan, PC, where he provides proactive tax planning, compliance and consulting services to a diverse group of clients. He is a veteran of the armed forces, serving as a sergeant in the United States Army. During his enlistment, he was highly awarded and received numerous accolades for his honorable service.
With a holistic approach using traditional tax and wealth planning services, Phillip has worked with families, company executives and business owners to help them reach their financial goals.
Phillip is a member of the American Institute of Certified Public Accountants as well as several local community and civic organizations. He earned his MBA with concentrations in Accounting and Communications from Dallas Baptist University. Phillip also earned a Master’s degree and a Bachelor’s degree in Accounting from Liberty University in Lynchburg, Virginia.
Financial Advisor
wmorrison@forumfin.com
630.762.8600
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.
Financial Advisor
vnardi@forumfin.com
773.865.3922
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 exchanges. 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 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 Cubs and all things CrossFit.
Financial Advisor
mnolan@forumfin.com
630.873.8543
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.
Financial Advisor
mpeplow@forumfin.com
630.217.2101
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.
Financial Advisor
mpomrehn@forumfin.com
630.620.6200
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.
Financial Advisor
jros@forumfin.com
805.494.3416
Juan C. Ros, CFP®, AEP®, CSPG joined Forum Financial Management, LP in November 2018 as a Financial Advisor. 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 Exchange Los Angeles, and is a member and past president of the Los Angeles Council of Charitable Gift Planners.
Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Accredited Estate Planner® designation and the Certified Specialist in Planned Giving designation. He earned an MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks and a Bachelor’s degree from Pennsylvania State University in State College.
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 Simi Valley, California, with his wife and their two sons.
Financial Advisor
kryan@forumfin.com
847.522.8080
Kevin Ryan joined Forum Financial Management, LP in 2018. He currently serves as a Financial Advisor at the Lincolnshire office. Prior to joining Forum, Kevin was an Associate Financial Planner for AHC Advisors, Inc. He enjoys getting to know families and individuals to help them achieve financial security for their future.
Kevin earned a Bachelor’s degree in Financial Planning from the University of Illinois at Urbana-Champaign. He is working to become a CERTIFIED FINANCIAL PLANNER™ professional.
Director of Private Wealth Management
mschmulen@forumfin.com
713.724.0035
Mark Schmulen joined Forum Financial Management, LP in 2017 as Director of Private Wealth Management. Mark also runs Jelly Capital, a private investment firm providing direct investments in real estate assets and operating companies at various stages of development. Previously, Mark was co-founder and CEO of NutshellMail, a venture-backed SaaS company that was acquired by Constant Contact. At Constant Contact, Mark served as General Manager of the company’s social media business unit, where he was responsible for guiding Constant Contact’s social media product and go-to-market strategies for over 650,000 small business customers. Mark began his career as an investment banking analyst at J.P.Morgan in New York City.
After leaving Constant Contact, Mark attended Stanford’s Graduate School of Business where he studied private wealth management. Through his academic journey and experience as a dissatisfied client of various investment advisors who lacked a clear investment philosophy, Mark decided to join Forum to work with individuals and families who demand and deserve a client experience built around transparency, independence and alignment with the goals of the client.
Mark resides in Houston with his wife, Lindsay, and three young children. Mark is actively involved in several organizations in Houston, serving on the board of directors at the Shlenker School and at the Herman H. Fleishman Foundation. He is also a mentor at Station Houston, a technology startup incubator.
Mark earned a Master’s degree in Management from Stanford Graduate School of Business and a Bachelor’s degree in International Relations from University of Pennsylvania in Philadelphia. Mark also holds a certificate of attendance from the London School of Economics.
Financial Advisor
jsciaccotta@forumfin.com
708.629.7984
John Sciaccotta, CPA joined Forum Financial Management, LP in 2016 as a Financial Advisor. John is the managing partner and one of the founding members of DeMarco Sciaccotta Wilkens & Dunleavy, LLP.
With more than 30 years of experience in financial services, John focuses on consulting with privately held businesses and specializes in various industries including financial and professional services and manufacturing and distribution. He is an active member of the AICPA and the Illinois CPA Society. He also serves on the board of the Franciscan Ministries in Chicago.
John is a Certified Public Accountant. He earned a Bachelor’s degree in Accountancy from DePaul University in Chicago.
Financial Advisor
dseery@forumfin.com
805.494.3416
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.
Financial Advisor
ssenesac@forumfin.com
815.725.7070
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
Financial Advisor
bsevcik@forumfin.com
630.873.8521
Benjamin Sevcik, CPA/PFS, CFP® joined Forum Financial Management, LP in 2014 as a Financial Advisor. He also serves as a Partner at Forum Tax and Accounting Services, LLC.
With more than 10 years in the financial services industry, Ben has experience with business, personal and trust tax-return preparation, financial statement preparation, personal financial statements and wealth management. Ben serves on the board at Congregation Etz Chaim in Lombard, Illinois.
Ben is a Certified Public Accountant, a Personal Financial Specialist and a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor’s degree in Business Administration with an emphasis on Accounting from the University of Iowa in Iowa City.
Financial Advisor
esharkey@forumfin.com
847.522.8080
Erin Sharkey joined Forum Financial Management, LP in 2018. She currently serves as a Financial Advisor at the Lincolnshire office. Before joining Forum, Erin was a Senior Assurance Leader in Audit and Assurance at Ernst & Young and a Director in Finance for UBS Global Asset Management. With more than 10 years of experience in the financial services industry, her expertise includes working with families with a loved one with special needs.
Erin is a board member of HCS Family Services, a food pantry serving the DuPage County area. She volunteers with Wellness House in Hinsdale, a charity that benefits people with cancer and their families. She is also a member of the Hinsdale Junior Woman’s Club.
Erin is a Certified Public Accountant and a UK Chartered Accountant. She earned a Master’s degree in Educational Psychology from National Louis University in Chicago and a Bachelor’s degree in Economics and Public Policy and International Relations from Indiana University in Bloomington.
Erin likes to travel the world with her husband, Andrew, and savors the cuisine that comes with it. She enjoys running, yoga and playing piano.
Financial Advisor
bskryd@forumfin.com
630.873.8520
Bruce J. Skryd joined Forum Financial Management, LP in April 2012. Bruce has over 20 years’ experience in financial planning and is a Certified Public Accountant with a Bachelor of Business degree from Loyola University.
Bruce began his career as an Internal Revenue Service agent, transitioning to banking thereafter. Since 1992, his career has included financial services.
Bruce is able to counsel his clients broadly and as their needs dictate.
Financial Advisor
jspokas@forumfin.com
630.873.8535
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.
Financial Advisor
sstammler@forumfin.com
614.323.7272
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.
Financial Advisor
mstark@forumfin.com
518.237.3641
Marie E. Stark, CPA joined Forum Financial Management, LP in 2016 as a Financial Advisor. With more than 15 years of financial services experience, Marie focuses on providing tax-conscious investment advice to her clients. Marie is also the President of Stark & Basila Certified Public Accountants, P.C.
Marie enjoys working with her clients’ children as they transition from college into the workforce, helping them develop budgets and investment planning strategies. She is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Marie is treasurer of the Cohoes, N.Y. Industrial Development Agency and has been actively involved in her community, having served on several boards and committees. She has been involved in many professional organizations throughout her career 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.
Financial Advisor
rsullivan@forumfin.com
708.388.5600
Raymond J. Sullivan, Jr. joined Forum Financial Management, LP in August 2013 as an Investment Advisor Representative. With over 22 years’ experience in the financial advisory field, Ray’s knowledge of and attention to his clients’ needs is central to the financial advice he offers. Ray is a Certified Public Accountant and received a Bachelor of Science degree in Accounting and a Master of Science in Taxation from DePaul University.
His educational background and experience provide a valuable resource for all facets of individual and small business needs, from the accumulation phase to retirement, from tax planning to estate structure. In addition to his years of experience and knowledge, he has accumulated a vast network of expertise in many fields. Ray also prides himself on sustaining long-term relationships and always being available for his clients.
Financial Advisor
jvires@forumfin.com
630.653.1616 Ext.466
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.
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Ready for Retirement? Planning Looks Very Different After Age 50
Financial Advisor
mweindruch@forumfin.com
847.581.6014
Michelle E. 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™ 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
Financial Advisor
rwilkens@forumfin.com
708.629.7986
Richard J. Wilkens, CPA, CVA joined Forum Financial Management, LP in 2018 as a Financial Advisor. He is also a partner of the CPA firm DeMarco Sciaccotta Wilkens & Dunleavy, LLP. Prior to joining Forum, Rick was CFO of a privately owned company and a CPA in a public accounting firm. He brings more than 30 years of experience in the financial services industry to his clients.
Rick is a member of St. Patrick High School’s Board of Trustees and serves on the school’s Finance committee and its Institutional Advancement committee.
Rick is a Certified Public Accountant and a Certified Valuation Analyst. He earned a Bachelor’s degree in Accounting from DePaul University in Chicago.
Financial Advisor
dwojcicki@forumfin.com
630.330.0453
Dennis Wojcicki joined Forum Financial Management, LP in September 2013 as an Investment Advisor Representative. Dennis received a Bachelor's degree in Commerce and a Master's degree in Taxation from DePaul University. Dennis is a CPA with more than 25 years of experience in the financial planning field.
He has experience working with closely held businesses and their owners. Dennis is married and the father of two daughters. He is proud of the strong relationships he has built throughout his career.
Financial Advisor
rzink@forumfin.com
630.762.8600
Project Manager
ncaesar@forumfin.com
630.873.8539
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.
Chief Operating Officer
mdavis@forumfin.com
630.873.8542
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 and sales manager in the construction industry. As a member of the Operations team at Forum, he carries out daily trading operations and manages accounts for advisor firms.
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.
Portfolio Trader
ddrallmeier@forumfin.com.
630.873.8506
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
Around the World With Dan Drallmeier (VIDEO)
Daniel Drallmeier Obtains His CERTIFIED FINANCIAL PLANNER™ Certification
Backoffice Associate
kgavin@forumfin.com
630.426.6942
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.
Backoffice Operations Associate
akhan@forumfin.com
630.426.6924
Aliza N. Khan joined Forum Financial Management, LP in 2018. She currently serves as a Backoffice Operations 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.
Director of Marketing
llatragna@forumfin.com
630.426.6913
Laura Latragna joined Forum Financial Management, LP in 2015 as Director of Marketing. 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.
Advisory Services Coordinator
dmanno@forumfin.com
630.873.8513
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.
Advisor Relations
mpowers@forumfin.com
630.873.8538
Molly joined Forum Financial Management, LP in 2011. She currently serves in Advisor Relations in the Advisor Services group at the Lombard office. Prior to joining Forum, Molly worked for the Leukemia & Lymphoma Society. With five years in the financial services industry, she works closely with new and existing advisors to help them achieve their business goals. Molly is also involved with planning firmwide projects and advisor events.
Molly earned a Bachelor’s degree in Recreation, Sport and Tourism from the University of Illinois at Urbana-Champaign. She enjoys spending time with her husband and family. When she is not teaching Irish dance, she finds time for travel, yoga and running.
Backoffice Operations Associate
mrobles@forumfin.com
630.426.3890
Manny Robles joined Forum Financial Management, LP in 2017. He currently serves as a Backoffice Operations 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 Service Manager
jarenas@forumfin.com
630.873.8514
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.
Client Service Associate
karenz@forumfin.com
630.873.8519
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.
abritzman@forumfin.com
805.494.3416
Athene Britzman joined Forum Financial Management, LP in 2019. Prior to joining Forum, Athene was an office assistant for Lamia Financial Group, Inc.
Athene has more than 30 years of client service experience with a specialty in training and quality assurance. After years as a psychology major in college, she became a practicing hypnotherapist while raising her children. She spent three years as an art instructor and owns her own online business. More than anything else, she enjoys traveling and spending time with her husband of 30 years and their two daughters.
Client Service Liaison
jbutler@forumfin.com
630.873.8529
Jill Butler joined Forum Financial Management, LP in 2015. She currently serves as Client Service Liaison in the Client Services group at the Lombard office. Prior to joining Forum, Jill served in various capacities for Charles Schwab. With 25 years in the financial services industry, she has experience implementing business development opportunities for financial consultants as well as providing client service and administrative support.
Jill earned a Bachelor’s degree in Business Administration from Everest University in Orlando and an Associate degree in Fashion Merchandising from Cazenovia College in Cazenovia, New York.
Client Service Associate
mgiancarlo@forumfin.com
630.426.6916
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.
Client Service Associate
mharrigan@forumfin.com
630.873.8537
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.
Client Service Associate
mmartin@forumfin.com
847.581.6012
Megan Martin joined Forum Financial Management, LP in 2011. She supports Forum’s advisors in the Skokie and Lake Forest offices. She works directly with clients to service their financial needs and inquiries. Her role also includes implementing process improvements to ensure that clients receive the best possible service. She also helps coordinate client events.
She 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 in Literature from the University of Michigan. Megan earned her life insurance producer’s license in 2009. She enjoys spending time with her family, discovering local nature preserves and parks, reading and traveling.
Client Service Associate
mmorrison@forumfin.com
630.762.8600
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.
Office Administrator
rrizzo@forumfin.com
630.426.3889
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.
lsanders@forumfin.com
805.494.3416
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.
bwhite@forumfin.com
805.494.3416
Brooks White joined Forum Financial Management, LP in 2019. Prior to joining Forum, Brooks was an Associate for Lamia Financial Group, Inc.
During his time at university, Brooks became involved with Delta Sigma Pi, a professional business fraternity, and served as Chancellor of the Upsilon Chi chapter for a semester. 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 earned a Bachelor’s degree in Business Administration with an emphasis in Finance from California Lutheran University in Thousand Oaks.
After spending most of his youth in Foresthill, a small town in Northern California, Brooks is happy to call Thousand Oaks his new home. In his free time, Brooks enjoys lifting weights, playing basketball and following his favorite NBA team, the Los Angeles Lakers.
Chief Legal Counsel
fnybo@forumfin.com
630.873.8503
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.
Chief Compliance Officer
atronnes@forumfin.com
630.873.8512
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.
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Allison Tronnes Earns Compliance Professional Designation, Strengthens Forum Compliance Program
