With more than 40 years in the financial services industry at firms including Edward Jones, Merrill Lynch and LPL Financial, Jim Forman offers extensive experience assisting clients with retirement income planning, attaining wealth preservation, and reaching, and maintaining their financial needs and investment goals. His deep family roots, unwavering integrity and dedication to hard work are evident in the approach he takes with each and every client.
Jim is a proud veteran of the United States military. He is a member of the Rotary Club and has also served in leadership roles on numerous not-for-profit boards throughout Illinois and Indiana, both as a chairman and a board member.
A native of Illinois, Jim currently lives in Columbus, Indiana with his wife, Barbara. They both enjoy spending time with family.