Private Client Group

Trusted Advisors

FORUM Private Client Group is an SEC Registered Investment Adviser that provides investment advisory and financial planning to individuals based on their unique financial goals. It is our belief that our clients’ best interests are of the utmost importance and that the advice we provide should be free of conflicts of interest, specifically those related to commission-based investment products. Therefore, all services provided by our firm are done so on a fee-only basis and in a truly objective manner.

While some firms cater to the wealthiest of individuals and others utilize commission-based products, it is our belief that everyone in our community deserves truly objective financial advice. Our team takes great pride in assisting those we believe are being underserved or subjected to potential conflicts of interest. We share a passion for helping others work toward their financial dreams and we do so by tailoring each relationship to our clients’ specific needs.

Comprehensive financial planning, proactive communication, periodic reviews and objective advice are at the core of each of our client relationships. For advice and answers to your questions, contact FORUM Private Client Group today.

Our existing members can check their performance reports here

There are moments in life where professional guidance can help with your peace of mind. 

For advice and answers, contact FORUM Private Client Group at 317-558-6322 or pcg@forumpcg.com.

Make Sure Your Money Never Stops Working

Your journey to retirement is unique. Let us help you develop a plan to transition comfortably into retirement.

Schedule A Meeting

Take Advantage Of Our Diverse Experience

You want to know that your current investments are sufficient to meet your financial goals. Let us perform a comprehensive analysis of your portfolio to determine if it’s meeting your needs.

Schedule A Meeting

Minor Planning Can Create Major Results

Knowing the right approach to prepare for educational expenses can be tricky. Let us help you find the best method to maximize your funding.

Schedule A Meeting

Get Help Accounting For Your Taxes

Tax rules and regulations can be daunting. Let us work alongside your accountant to understand how current and future decisions impact your tax returns.

Schedule A Meeting

Secure Your Legacy

Planning ahead is important to make sure you have control and security of your legacy. Let us partner with you every step of the way.

Schedule A Meeting

Make Sure Your Money Never Stops Working

Your journey to retirement is unique. Let us help you develop a plan to transition comfortably into retirement.

Schedule A Meeting

Take Advantage Of Our Diverse Experience

You want to know that your current investments are sufficient to meet your financial goals. Let us perform a comprehensive analysis of your portfolio to determine if it’s meeting your needs.

Schedule A Meeting

Minor Planning Can Create Major Results

Knowing the right approach to prepare for educational expenses can be tricky. Let us help you find the best method to maximize your funding.

Schedule A Meeting

Get Help Accounting For Your Taxes

Tax rules and regulations can be daunting. Let us work alongside your accountant to understand how current and future decisions impact your tax returns.

Schedule A Meeting

Secure Your Legacy

Planning ahead is important to make sure you have control and security of your legacy. Let us partner with you every step of the way.

Schedule A Meeting

Meet the Team

Shaun Irwin

CFP®; Financial Advisor

shaun.irwin@forumpcg.com

317-558-6112

Shaun provides investment advisory and financial planning to clients of FORUM Private Client Group. She enjoys helping clients navigate the path to their financial dreams and understanding where a client is starting and where they want to go. Shaun works with clients to develop a plan and helps clients think through life decisions along the way. Prior to joining FORUM PCG, Shaun spent 9 ½ years as a Financial Advisor with Huntington Investment Company. From there, she joined J.P. Morgan Private Bank as a Vice President and Client Advisor. Shaun resides in Fishers with her husband and three daughters. She is passionate about education and enjoys sailing with friends and family. Shaun is also a past participant in the Women’s Fund OPTIONS program.

Tammy Marrs

Financial Advisor

Tammy.Marrs@forumpcg.com

317-841-6756

Tammy provides investment advisory and financial planning services to clients of FORUM Private Client Group. Prior to joining our firm, Tammy served in various management roles at FORUM Credit Union. Tammy and her husband, Tim, have lived in Fishers since 1998 with their son, Kevin, who is a graduate student at Purdue University and her daughter, Hannah, who is also a student at Purdue. Tammy is the chairperson for the FORUM Spirit Advisory Council, a member of Dayspring Center’s event committee, and volunteers for various causes at St. Louis de Montfort Catholic Church, her home parish. Tammy enjoys spending time with her family and her dog, Layla. She also enjoys working in the yard, camping, and traveling as much as possible.

Benji Banks

CFP®; Financial Advisor

benji.banks@forumpcg.com

317-558-6065

Benji provides investment advisory and financial planning services to clients of FORUM Private Client Group. Prior to joining the firm in 2006, Benji served as a Regional Sales Manager for a telecommunications firm. Benji is a graduate of Anderson University and holds the Certified Financial Planner (CFP®) designation. He and his wife, Megan, are lifelong residents of Central Indiana and currently live in Fishers with their two sons, Noah and Brady, and daughter, Riley. Benji is an active volunteer for the Central Indiana chapter of Make-A-Wish, where he serves on their Advisory Council. He also is an active mentor for the Hamilton Southeastern Schools Academy of Finance and is a member of Holy Spirit at Geist. Benji enjoys coaching his children as well as many other youth sports programs around the area.

Chris Cromwell

Administrative Assistant

chris.cromwell@forumpcg.com

317-558-6322

Chris provides assistance with operations and client service requests for FORUM Private Client Group. Prior to joining our firm, Chris served as a Business Development Representative at FORUM Credit Union. Chris and her husband, Kyle, have lived in Fishers for 24 years with their daughter, Katherine, and son, Connor, who are both students at Purdue University. Chris enjoys spending time with her family and boating.

Contact Us

Phone

Local
317-558-6322

Toll Free
800-382-5414 Ext.6322

Fax
317-558-6320

Address

Email Address
pcg@forumpcg.com

Mailing Address
FORUM Private Client Group
P.O. Box 56036
Indianapolis, IN 46256

Shipping Address
FORUM Private Client Group
11313 USA Parkway
Fishers, IN 46037

Send Us a Message

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