Marie Stark, CPA has been named a partner for Forum Financial Management. She joined Forum as a financial advisor in 2016. Marie is the second advisor to move up internally from the Forum advisory team to the Forum partner group in less than five years. Karma Forrestal was named partner in 2016 after entering the firm in 2012.
As one of the founders of Stark & Basila Certified Public Accountants, P.C., Marie has assisted accounting clients for more than 30 years from her offices in Cohoes, New York. Her new role as a Forum partner presents an opportunity to share her financial planning experience and extensive knowledge of the field of tax and accounting.
Forum Partner Mary Pat Wesche, CPA, PFS, CDFA®, CFP® said, “Marie is a great addition to the Forum partnership. Her value system and skill set represent what a Forum partner should be. With her clients’ best interests at heart, Marie takes the time to get to know clients to determine the optimal strategies that will work for them. She is well respected within the partner group, and we have valued the different opinions she has brought to the table since she joined Forum as a financial advisor.”