Forrest Vicars, Financial Advisor
Accepting New Clients
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Focus Areas

  • Business Retirement Plans
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings

About Forrest

As a dedicated financial advisor, I focus on helping families and small business owners achieve their financial goals and secure their futures. With a deep understanding of both personal finance and the unique challenges faced by small businesses, I take a holistic approach to creating tailored solutions that align with my clients' aspirations.

For families, my focus is on building comprehensive financial strategies that encompass everything from budgeting and debt management to retirement planning and estate considerations. I help families navigate life's major milestones—such as buying a home, sending children to college or planning for retirement—by providing guidance and a clear...

Work History

  • Edward JonesNovember 2023 to Current
  • CintasOctober 2022 to November 2023

Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Western Washington UniversityBachelor of Arts

Personal Interests

  • Hiking
  • Sailing
  • Spending Time with Family
  • Cooking
  • Technology

Team Members

  • Renee Angell
    Sr. Branch Office Administrator
    FPQP®
  • Melanie Mearns
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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