Forrest joined the Community First Bank | HFG Trust team as our Business Development Director in 2019, bringing the knowledge he gained over nearly 15 years as a small business owner. Professionally, he is focused on helping entrepreneurs make meaningful connections and facilitating high-level interactions between current and potential clients and the financial experts at Community First Bank and HFG Trust, who specialize in business banking, commercial lending, wealth management, and 401(k) services.
As a graduate of Washington State University and Tri-Cities local, he brings two decades of experience working with businesses in our community, assisting them with business development, client relations, and strategic planning. In 2019, he passed the Series 7 and 66 exams, giving him a broad understanding of financial planning, investment risk, taxation, equity, debt instruments, retirement plans, and suitability while interacting with clients. To further expand his knowledge, Forrest will complete his MBA with an emphasis in Finance from Eastern Washington University in 2024.
Whether he is working with local business leaders or spending time with his blended family of 6, building and fostering community remains a priority for Forrest, both professionally and personally. When he is not in the office, he can be found perfecting his swing on the golf course, sipping on wine, or planning a trip to his next travel destination.
