FORUM Credit Union is proud to announce recent organizational transitions in its Private Client Group.
who started his career at FORUM Credit Union in 2010 as the Vice President - Commercial Group, has been named Vice President - Commercial & Investment Services, as he expands his leadership to include FORUM’s Private Client Group. Jim has more than 25 years of experience in the financial services industry and is a graduate of the Purdue University Krannert School of Management and Wabash College.
has been promoted to Assistant Vice President - Private Client Group. In this role, Benji will continue to provide investment advisory and financial planning services to clients, while also taking on a leadership role on the team. Benji has over ten years of financial advisory experience, is a Certified Financial Planner (CFP®), and received his degree from Anderson University.
“FORUM’s Private Client Group has over $158.2 million in assets under management and we are delighted to have such strong leadership and experience in both Jim and Benji,” says FORUM’s Chief Operating Officer Andy Mattingly.
About FORUM Private Client Group
FORUM Private Client Group
is a Registered Investment Adviser
that provides investment advisory and financial planning to individuals based on their unique financial goals. Comprehensive financial planning, proactive communication, periodic reviews, and objective advice are at the core of each and every client relationship.
About FORUM Credit Union
FORUM Credit Union, with 13 branch locations and anywhere access via the internet or mobile device, serves more than 145,000 members in the central Indiana area. A full suite of financial services are offered including, home mortgages, auto loans, personal checking, credit cards, business checking, health savings accounts, and investment planning. For more information about FORUM Credit Union, please visit: www.forumcu.com.
Kristi Lowell, VP – Brand Strategy and Development
FORUM Credit Union