FORUM Credit Union announces that Shaun Irwin has been named Assistant Vice President, Private Client Group (PCG). In this role, Shaun will continue to serve clients and members with financial planning and investment management needs. She will also be working to develop a team of advisors within PCG. Irwin joined FORUM in July 2018, as a Financial Advisor and Certified Financial Planner® and has steadily grown her portfolio of clients and investments since that time.
Prior to joining FORUM, Shaun spent nine 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 earned her Bachelor’s degree from IUPUI in 2004, and then earned her CFP® designation in 2013.
“Shaun is a strong asset to our team and to her clients. FORUM is excited to support her growth as she takes on additional responsibilities in this new role” states Jim Carr, Vice President of Commercial and Investment Services with FORUM.
About FORUM Credit Union
FORUM Credit Union, with convenient branch locations and anywhere access online, serves more than 160,000 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 forumcu.com.
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FORUM Credit Union