OUR TEAM
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EXPLORE
PARTNERS AND ADVISORS
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Karen Arenz
Client Services Liaison and Project Manager
Lombard, IL 60148
Sharon Bowler
Client Service Associate
Lombard, IL 60148
Karen Caselli
CFP® | Client Service Associate
South Miami, FL 33143
Irene Compra
Client Service Associate – Training Support
Lombard, IL 60148
Paola Corrales
Client Service Associate
South Miami, FL 33143
Jamie Di Bari
Client Service Associate
Lombard, IL 60148
Jennifer Drufke
Client Service Associate
Lombard, IL 60148
Jessica Haages
Client Service Associate
Lombard, IL 60148
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ADVISOR SERVICES
Brett Bordlee
Chief of Staff
Lombard, IL 60148
Brittany Boyle
CSCP | Compliance Associate
Lombard, IL 60148
Caroline Caesar
Account Coordinator and Billing Specialist
Lombard, IL 60148
Nancy Caesar
Project Manager
Lombard, IL 60148
Andrew Carava
Trader
Lombard, IL 60148
Kyana Craig
Onboarding and Advisor Support Associate
Lombard, IL 60148
Jonathan Cuthbert
Trader
Lombard, IL 60148
Dominic Dominguez
Marketing Specialist
Lombard, IL 60148
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FORUM MANAGEMENT
Jacqueline Arenas
Director of Client Services
Lombard, IL 60148
Rich Berendson
Director of Finance
Lombard, IL 60148
Mac Davis
Chief Operating Officer | CFP®
Lombard, IL 60148
Jon Faelnar
Director of Information Security and Technology
Lombard, IL 60148
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The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forum is engaged, or continues to be engaged, to provide investment advisory services.
