I am a licensed Financial Advisor at Forum Financial Management, LP, where I help individuals, families, and business owners see their financial future and strategize together over the right financial decisions to reach their retirement. My passion for financial planning began with microfinance work in Africa, where I experienced the profound impact of financial guidance on individuals' lives. Upon returning to the United States, I realized that financial planning is one of the best ways to help people achieve their goals.With over 10 years of experience as an estate planning and business law attorney, I bring extensive knowledge and expertise to my role as a financial advisor. With Forum Financial Management, we offer holistic financial planning services that encompass estate planning and business planning. Our goal is to help clients achieve their financial objectives and secure their future.Joining Forum Financial and working alongside my business partner, Brandon Meyer, at MeyerPink Law was a natural fit. For years, we discussed expanding our impact and connection with clients. Helping clients achieve their financial goals was the perfect next step. As financial advisors, we strive to deliver the same level of professional financial planning that we have consistently provided to our legal clients over the years.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfinancial.com, 630.873.8520).What I post on here is my opinion, not the opinion of Forum.

Estate Planning & Business Law

Business Law and Estate planning attorney

Assist with client files through legal research.

Responsible for business development.

Managed the accounting dept. and taught Bookkeeping at the college.

Compilations and reviews for small business clients.