Billy Forrest
Client Services Associate
Why I Go To Work Everyday?
Every day I wake up with a sense of purpose. My job allows me to assist individuals and families as they navigate significant life events both joyous and challenging. Whether it’s helping someone plan for retirement, funding their child’s education or striving to achieving financial independence, these moments are pivotal and deeply personal. The trust clients place in our team during these critical times is both humbling and motivating. This is why I love my job so much.
How Did I Get Here?
The decision to join the financial industry was not one I made lightly. It was years of personal experiences, professional growth, and a genuine desire to help others. Looking back, my journey into this field feels almost inevitable because of my passion for financial literacy and commitment to community service.
Why I Care About This Industry?
The importance of financial planning cannot be overstated. Effective financial planning is more that just numbers on a balance sheet; it is about helping people build the life they envision for themselves and their families. I am deeply invested in the process because I understand that financial security is an important foundation to achieving one’s dreams.
Who I Really Am . . .
Outside of work, I am a loving father who cherishes family time above all else. My love for sports keeps me active and engaged, whether I’m watching a game on TV or playing in a friendly but slightly competitive game with my friends. Travel is another passion of mine; I love the opportunity to explore new cultures, cuisines, and landscapes whenever I can.
