Forrest O'Brien

Forrest offers our clients a wealth of financial knowledge. His education and corporate experience have gained him a keen understanding of national and international economics—and their effect on, and relationship to, our financial markets.

Forrest is a seasoned financial executive, with experience that extends even to the global arena. As Vice President of Finance and Administration and Treasurer with a large international Japanese firm, he developed a detailed understanding of corporate Japan with insights into its financial and banking industries. He has also served as Director, Vice President, Treasurer, and Chief Financial Officer for other international corporations.

For the past eight years, Forrest has balanced these corporate duties with his role as a principal of Financial Sources, Inc. However, since March 1999 he has been devoting all of his time to serving Financial Sources, Inc. clients and continuing to build FSI into the region's leading financial planning firm.

Forrest's educational acheivements include an undergraduate degree in economics with a dual major in mathematics and minor concentration in engineering from Ohio Northern University. He also holds masters degrees in Finance and Accounting from Fairleigh Dickinson University.