Forum Financial Management, LP
Sharon Bowler has extensive experience in client services within the financial sector, currently serving as a Client Service Associate at Forum Financial Management, LP since April 2019. Prior roles include Client Service Representative at Pekin Hardy Strauss Wealth Management from February 2010 to April 2019, and Investor Services Associate at Citadel Solutions from January 2008 to November 2009. Between 1997 and 2007, Sharon held various positions at the Chicago Mercantile Exchange, including Membership Services Supervisor and Membership Services Team Leader. Educational background includes studies at DePaul University and the College of DuPage.
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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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