Forum Financial Management, LP
Jessica Mortenson is an experienced financial services professional with a diverse background in client support and office management. Since May 2017, Jessica has been a Client Service Associate at Forum Financial Management, LP, where the focus is on helping investors manage and grow their wealth through comprehensive financial services. Prior to this role, Jessica served as Office Manager and Sales Assistant at Cent Wealth Management from July 2012 to May 2016, and as a Registered Sales Assistant at Fulton Financial Advisors from September 2006 to November 2011. Jessica's career began at Fulton Bank, where responsibilities included Teller and Customer Service Representative from October 2005 to September 2006. Jessica holds education credentials from HACC, Central Pennsylvania's Community College.
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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.
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