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Brett Bordlee
Chief of Staff @Forum Financial Management, Lp
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WORK HISTORY
Chief of Staff @Forum Financial Management, Lp
New Orleans, LA, US
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 South Highland Avenue, Suite 100, Lombard, IL 60••••••••20).What I post on here is my opinion, not the opinion of Forum.
EDUCATION
Louisiana State University
Bachelor of Science - BS, Economics
Georgetown University McDonough School of Business
Master of Business Administration - MBA, Finance, General
ABOUT BRETT BORDLEE
Chief of Staff - Forum Financial Management
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