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A former business owner and vested partner at one of the Tri-Cities’ leading office equipment, software, and IT services suppliers, Forrest joined the HFG Trust team as our Business Development Director in 2019.
As a graduate of Washington State University and Tri-Cities local, he brings two decades of experience working with local businesses in our community, including: business development, client relations, and strategic planning. More recently, he passed the Series 7 and 66 exams, giving him a broad understanding of financial planning, investment risk, taxation, equity, debt instruments, retirement plans, suitability and interactions with clients.
Whether he is advocating for kids living with Type 1 Diabetes, working with local business leaders, or spending time with his two children, 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.