Broker Check
John W. Vires, CFA®, CFP®

John W. Vires, CFA®, CFP®

John W. Vires joined Mathieson, Moyski, Austin & Co., LLP in 2016. He is also an Investment Advisor Representative with Forum Financial Management, LP.  Prior to joining Forum as an advisor, John served as Chief Investment Officer at Trust Company of Illinois. Before joining the Trust Company, John was Vice President and Trust Officer with State Bank of Illinois, West Chicago, and First National Bank of LaGrange. John has more than 15 years of experience serving the financial needs of successful families and assisting clients with estate planning, investment management and retirement planning.

John is equally invested in our community. After serving as Treasurer for the City of Wheaton, he was elected in 2015 to the Wheaton Park District Board of Commissioners. John is also a member of the DuPage Estate Planning Council, the Wheaton Lions Club and the CFA Society of Chicago.

John is a Certified Financial Planner™ professional. He earned a bachelor's degree in economics from the University of Illinois. John is a holder of the right to use the Chartered Financial Analyst® designation. He resides in Wheaton, Illinois.

 

Forum Financial Management, LP is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. The home office is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148. Before making an investment decision, please contact our office at 630.873.8520 to receive a copy of Forum’s Form ADV Part 2A and the Forum Advisory Agreement, both of which include Forum’s fee schedule. This information is intended to serve as a basis for further discussion with your professional advisors. web: www.forumfin.com.