Forrest has been a trusted partner for physician families for over 20 years. He fervently believes planning is not a one-size-fits-all solution but rather a bespoke experience. With the support of his highly skilled team, Forrest facilitates, develops, and refines comprehensive customized strategies for his clients, positioning individuals, families, and practices for financial success.

Forrest recognizes the high value that physicians place on education, and he is a passionate speaker and teacher, responsible for both internal advisor development and external client education. Forrest has a gift for making complex financial concepts easily digestible for audiences large and small, and he travels extensively conducting financial workshops across the country. Forrest’s energy is contagious – audiences leave his workshops inspired to achieve their best financial lives!

Forrest is a strong advocate for all underrepresented groups and lends his zeal to our team. Forrest and the partners at Vestia believe the firm – and the industry as a whole – is better for the varied voices and experiences of persons with disparate beliefs and opinions.

Forrest, his husband, and young son live in Los Angeles. A native Midwesterner, Forrest has a home in Iowa City, Iowa, a place he visits frequently to see clients and spend time with his extended family. A hands-on parent, Forrest is actively involved in his son’s day-to-day life; he deems his most important job as being Dad! Forrest recharges from fatherhood relaxing at the beach, hiking in the desert, lifting weights, riding his Peloton, and getting regular deep tissue massage – a life essential in his opinion.