Forum Financial Management, LP
Jennifer Drufke is an experienced finance professional currently serving as a Client Service Associate at Forum Financial Management, LP since May 2023, where the focus is on helping investors build, manage, and preserve wealth. Prior to this role, Jennifer worked at UBS as a Client Service Associate, and spent time at JPMorgan Chase & Co. as a Private Client Banker. Additional experience includes positions as an Assistant Private Banker at BMO Wealth Management, a Mortgage Banker and Universal Banker at BMO Harris Bank, a Bank Teller at Chase, and a Certified Pharmacy Technician at CVS Pharmacy. Jennifer holds a Bachelor of Arts in Psychology from Northeastern Illinois University.
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Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Employees
51-200