Luke Adam

Luke Adam, CPA CFP®, is a Financial Advisor at Forum Financial Management, LP, where responsibilities include assisting clients in building, managing, and preserving their wealth through comprehensive services in portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. Prior experience includes roles as Senior Manager and Manager in Americas Finance at JLL from February 2017 to June 2019, and various accounting positions at Orbitz Worldwide from July 2010 to February 2017, including Lead Accountant, Senior Accountant, and Staff Accountant. Luke Adam holds a Bachelor of Science degree with a double major in Finance and Accountancy from Gies College of Business at the University of Illinois Urbana-Champaign, completed in 2008, and graduated from Glenbard East High School in 2004.