Our Team

Our Team

We serve a limited number of conservative investors around the world, the majority of whom reside in the greater San Antonio area. We remain a boutique investment firm in favor of providing our clients with outstanding personalized service and a sense of shared partnership in their financial wellbeing.

Our clients trust us to manage their portfolios, knowing we will provide thorough and clear communication throughout the investment process, explaining what they own and why they own it.

Priscilla "Cilla" McKinley

PRESIDENT - MANAGING PARTNER

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, MBA

PARTNER - CLIENT ADVISOR

Anders has lived in San Antonio since 2012, earning his Master of Business Administration from the University of the Incarnate Word while working at a financial management firm which served employees of nonprofit institutions. Now at Brent Forrest & Associates, Anders works in financial planning, portfolio management, and oversees internal process management.

Esmond Pabilona, CFP®

PARTNER - CLIENT ADVISOR

Born in the Philippines and Houston area native, Esmond graduated from the University of Texas at San Antonio with a Bachelors of Business Administration in Economics. He has been in the Financial Services industry since 2014, assisting with investment management and financial planning. He stays active in his free time, traveling and playing golf and basketball.

Holly Iragorri

DIRECTOR OF INVESTMENT OPERATIONS

A graduate of the University of Cincinnati with a Bachelor of Business Administration, Holly has been in the wealth management industry since 1987 and on our team since 2004. Out of office, she enjoys being outdoors and traveling to new places.

Diane Stewart

DIRECTOR OF CLIENT COMMUNICATIONS AND SERVICES

Diane has been in the investment industry since 1985, and an integral part of our team since 1997. Adept at signing, she enjoys volunteer work with the deaf community.

Kasey Schaefer

DIRECTOR OF OPERATIONS

Kasey attended the University of Texas at San Antonio, where she obtained a Bachelor of Business Administration. She has been in the financial services industry since 2014 and joined our team in 2019. In her spare time, she enjoys fishing on the Texas coast, spending time with her family, friends, and dogs Lucy & Baffin.

Caleb McSorley

INVESTMENT ANALYST

Caleb was born and raised in Austin, Texas and moved to San Antonio in 2015. He graduated from Centenary College of Louisiana with a double major in Finance and Business Administration. Caleb has been in the Financial Services Industry since 2012. Before joining our team, he spent five years working for Capital Group, where he acted as a subject matter expert on American Funds for Financial Advisors across the country. At Brent Forrest & Associates, LLC he is responsible for investment analysis, trading and portfolio construction.

Monica Sojo-Cervantes

CLIENT ADVISOR ASSOCIATE

Monica attended the University of the Incarnate Word where she obtained her Master of Science in Accounting and Bachelor’s in Business Administration. She worked as an auditor in public accounting for three years before entering the wealth management industry. Now at Brent Forrest & Associates, she works closely with the advisors. Out of office, Monica enjoys boating on the lake, barbequing, traveling, and spending time with her friends, family and dogs Loki & Finn.

Boon

OFFICE GREETER

Our mascot, Boon, is our designated office greeter—a job which requires many nap, stretch, and snack breaks.

Priscilla McKinley

Priscilla "Cilla" McKinley

PRESIDENT - MANAGING PARTNER

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

Anders Storvik

PARTNER - CLIENT ADVISOR

Anders has lived in San Antonio since 2012, earning his Master of Business Administration from the University of the Incarnate Word while working at a financial management firm which served employees of nonprofit institutions. Now at Brent Forrest & Associates, Anders works in financial planning, portfolio management, and oversees internal process management.

Esmond Pabilona

Esmond Pabilona

PARTNER - CLIENT ADVISOR

Born in the Philippines and Houston area native, Esmond graduated from the University of Texas at San Antonio with a Bachelors of Business Administration in Economics. He has been in the Financial Services industry since 2014, assisting with investment management and financial planning. He stays active in his free time, traveling and playing golf and basketball.

Diane Stewart

Diane Stewart

DIRECTOR OF CLIENT COMMUNICATIONS AND SERVICES

Diane has been in the investment industry since 1985, and an integral part of our team since 1997. Adept at signing, she enjoys volunteer work with the deaf community.

Holly Iragorri

Holly Iragorri

DIRECTOR OF INVESTMENT OPERATIONS

A graduate of the University of Cincinnati with a Bachelor of Business Administration, Holly has been in the wealth management industry since 1987 and on our team since 2004. Out of office, she enjoys being outdoors and traveling to new places.

Kasey

Kasey Medchill

DIRECTOR OF OPERATIONS

Kasey attended the University of Texas at San Antonio, where she obtained a Bachelor of Business Administration. She has been in the financial services industry since 2014 and joined our team in 2019. In her spare time, she enjoys fishing on the Texas coast, spending time with her family, friends, and dogs Lucy & Baffin.

Caleb

Caleb McSorley

INVESTMENT ANALYST

Caleb was born and raised in Austin, Texas and moved to San Antonio in 2015. He graduated from Centenary College of Louisiana with a double major in Finance and Business Administration. Caleb has been in the Financial Services Industry since 2012. Before joining our team, he spent five years working for Capital Group, where he acted as a subject matter expert on American Funds for Financial Advisors across the country. At Brent Forrest & Associates, LLC he is responsible for investment analysis, trading and portfolio construction.

Monica

Monica Sojo-Cervantes

CLIENT ADVISOR ASSOCIATE

Monica attended the University of the Incarnate Word where she obtained her Master of Science in Accounting and Bachelor’s in Business Administration. She worked as an auditor in public accounting for three years before entering the wealth management industry. Now at Brent Forrest & Associates, she works closely with the advisors. Out of office, Monica enjoys boating on the lake, barbequing, traveling, and spending time with her friends, family and dogs Loki & Finn.

Boon

Boon

OFFICE GREETER

Our mascot, Boon, is our designated office greeter—a job which requires many nap, stretch, and snack breaks.

Ready to work with us?