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 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 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 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.

Charles provides investment advisory and financial planning services to clients of FORUM Private Client Group.  He has several years of experience managing in our Retail Branch network and is a member of the FORUM Credit Union Investment Committee.  Charles grew up in the Indianapolis area and graduated with a Bachelor’s Degree from IUPUI.  Outside of work, Charles enjoys hiking, running, boxing, skiing, and just about anything else that keeps him active or outside.