OUR TEAM
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PARTNERS AND ADVISORS
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Karen Arenz
Client Services Liaison and Project Manager
Sharon Bowler
Client Service Associate
Karen Caselli
CFP® | Client Service Associate
Irene Compra
Client Service Associate – Training Support
Paola Corrales
Client Service Associate
Jamie Di Bari
Client Service Associate
Jennifer Drufke
Client Service Associate
Jessica Haages
Client Service Associate
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ADVISOR SERVICES
Brett Bordlee
Chief of Staff
Brittany Boyle
CSCP | Compliance Associate
Caroline Caesar
Account Coordinator and Billing Specialist
Nancy Caesar
Project Manager
Andrew Carava
Trader
Kyana Craig
Onboarding and Advisor Support Associate
Jonathan Cuthbert
Trader
Dominic Dominguez
Marketing Specialist
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FORUM MANAGEMENT
Jacqueline Arenas
Director of Client Services
Rich Berendson
Director of Finance
Mac Davis
Chief Operating Officer | CFP®
Karonda Gavin
Billing and Reporting Manager
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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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
