Allison Tronnes, IACCP®

Experience

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  Forum Financial Management, LP

  May 2001 - now

  At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy —getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone’s financial life, we are able to design an investment plan that is built to achieve a client’s short- and long-term goals. That’s what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).What I post on here is my opinion, not the opinion of Forum. Show less

  • Chief Compliance Officer

    Jan 2019 - now

  • Compliance Director

    Mar 2015 - Dec 2018

  • Compliance & Onboarding Coordinator

    Jan 2009 - Mar 2015

  • Client Service & Marketing Associate

    May 2001 - Dec 2008