Born in 1952 in Fort Myers Florida, Brent came to San Antonio in 1981, became an investment consultant in 1986, and opened his private practice in 1995. His firm has consistently been recognized among the top Independent Investment Advisors in the nation. Brent has attended clients through many market cycles and has developed family relationships that span generations. He believes the truest mark of success is the long-term retention of satisfied clients.
Priscilla “Cilla” McKinley
Cilla was born in Pearsall Texas in 1956. After graduating from Texas State University, she worked as a real estate broker before entering the investment industry in 1987. She spent four years working behind-the-scenes with Capital Group - one of the nation's most respected investment firms. There she was steeped in the principles of value investing. Cilla became an independent investment advisor in 1996 and merged with Brent Forrest & Associates in 2002.
Director of Client Communications and Services
A member of our team since 1997, Diane has been in the investment industry since 1985. She oversees client servicing and communications. Adept at "signing", she enjoys volunteer work with the deaf community.
Director of Investment Operations
Holly joined us in 2004. She oversees investment operations. A graduate of the University of Cincinnati with a Bachelor of Business Administration degree, Holly has been in our industry since 1987. She enjoys travel and being outdoors.
Administrator and Chief Compliance Office
Brenda oversees the daily compliance and operations of the office. She enjoys running marathons and is active in the planning commission for the city of Fredericksburg.
Associate Planner & Research Analyst
Originally from Austin, Anders has lived in San Antonio since 2012 where he began working at a financial management firm serving employees of nonprofit institutions. He assists with financial planning, portfolio management, as well as internal process management.
Jett & Philip Jacob "Jake" Marlow III
Our mascots, Jake & Jett, take turns greeting visitors to our office. They spend the rest of their day napping, stretching, and snacking.