Our Team

Brent Forrest

Founder


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

President


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.

Anders Storvik

Vice President


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. Anders holds a bachelors degree from the University of Tennessee and a Master of Business Administration degree from the University of the Incarnate Word.

Diane Stewart

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.

Holly Iragorri

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.

Brenda Segner

Administrator and Compliance


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.

Esmond Pabilona

Financial Planner


Esmond was born in the Philippines and grew up in the Houston area. He graduated from the University of Texas at San Antonio with a Bachelors of Business Administration in Economics. Esmond has been in the Financial Services industry since 2014 and assists with investment management and financial planning. In his free time he enjoys playing golf, basketball and travel.

Boon

Office Greeter


Our mascot, Boon, greets visitors at our office. He spends the rest of their day napping, stretching, and snacking.