Over the past 17 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.

With Forrest’s clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.