Forrest has been involved in financial planning and asset management for almost four decades and is a seasoned financial executive.
Before becoming a partner in Financial Sources, Inc., he was vice president of finance and administration and treasurer of a large international firm. His prior positions have also included director, vice president, treasurer, and CFO for other international corporations.
Forrest's education achievements include receiving a BA and a BS in economics, with a dual major in mathematics and law and a minor concentration in engineering, from Ohio Northern University. He also earned an MBA in finance and accounting from Farleigh Dickinson University.