Forest

A Los Alamos, California native, Forest's passion for holistic, fiduciary-based financial planning led him to the University of Arizona's Personal & Family Financial Planning program with a minor in Geriatrics. Currently serving as an ambassador with the Take Charge Cats institute, his goals after college is to continue increasing financial literacy for youth through pro bono financial planning, achieve the Certified Financial Planner (CFP) designation, and to start his own Registered Investment Advisory (RIA) firm dedicated to retirement planning. An avid hiker, Tucson, Arizona has Forest enjoying geocaching in the great outdoors at Mount Lemmon and Tucson Mountain Park.