Matt Spokas

Matt Spokas, CPA, MBA, is a seasoned financial professional with extensive experience in wealth management and financial advising. Currently serving as a Financial Advisor and Financial Director at Forum Financial Management, LP since September 2008, Matt focuses on helping investors with portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. In addition to this role, Matt has been a Partner at Spokas & Associates CPAs, LLC since September 2011. Previously, Matt worked as a Senior Mortgage Banker at Chicago Bancorp, Inc. from January 2004 to August 2008. Matt holds an MBA in Accounting from DePaul Driehaus College of Business and a Bachelor of Science in Finance from Eastern Illinois University.