BRENT FORREST & ASSOCIATES - Key Persons
Family: Anders is married to Olivia and they have twin boys, Sebastian and Sawyer. As a family, they enjoy riding bikes, traveling, and spending time with their golden doodle, Boon. Anders was born and raised in Austin.
Duties & responsibilities at Wela: Anders is a Partner and Client Advisor at Wela Financial Advisory. He meets with clients to review and create personalized holistic financial plans based on their needs and goals. As a Partner in the firm, he is involved in investment operations and internal process management.
Education: Anders holds a B.S. in Education from the University of Tennessee and an MBA from The University of the Incarnate Word.
Background: In 2014, immediately after business school, Anders joined the financial services industry. He holds his series 65 and Certified Financial Planner designations.
Family: Brandon was born in Corpus Christi and moved to San Antonio in 1995 where his entire family continues to reside today. He and his family enjoy traveling, reading, camping, hiking, and visiting museums.
Duties & responsibilities at Wela: Brandon works with client advisors to ensure timely processing of day to day needs and requests. He is responsible for client outreach and serves as a main point of contact for Wela. He also helps oversee marketing and client experiences.
Education: Brandon holds a B.A. in Geography with a Minor in International Studies from The University of Texas at San Antonio, where he graduated Cum Laude.
Background: Brandon has prior experience in oil and gas mapping, education, property tax mapping, and banking. He has been in the financial services industry since 2018. Brandon holds his series 65 license. Brandon joined Wela in 2021.
Family: Christian was born and raised in San Antonio. His family all resides in San Antonio, and they enjoy Saturday lunches together. Christian enjoys working out, watching basketball, listening to music, or going to the movie theaters.
Duties & responsibilities at Wela: Christian's main duties and responsibilities are to help build and monitor financial plans. He also helps provide service and support for our client advisors and client services team.
Education: Christian holds a B.A. in Accounting and Finance from Ottawa University.
Background: Christian joined the financial services industry in 2019 while in college. He joined Wela in 2022. He holds his series 65 license.
Family: Diane was born in Tokyo and is a self-proclaimed "military brat". Her father served over 20 years in the US Air Force. Diane has a basset hound named Nancy Reagan. She enjoys the company of family and friends, is very active in her church, and is involved in the deaf community.
Duties & responsibilities at Wela: Diane works with client advisors to ensure timely processing of day to day needs and requests. She is responsible for client outreach and serves as a main point of contact for Wela.
Education: Diane holds an Associate of Applied Science in computer programming.
Background: Diane started her career at Alamo Savings in their computer programming department. She has previous experience at Southwest Business Corporation and American Funds. Diane joined Wela in 1997.
Family: Esmond is married to his college sweetheart, Savini. Esmond grew up in Houston and is a proud Houston Sports fan - Go Rockets! Esmond and Savini have a rescue dog named Bam Bam and a Mini Sheepadoodle named Rory! In his free time, Esmond likes to watch sports, play golf, and travel.
Duties & responsibilities at Wela: Esmond is a Partner and Client Advisor at Wela Financial Advisory. He meets with clients to review and create personalized holistic financial plans for them based on their needs and goals. As a Partner in the firm, he is involved in client service operations and internal process management.
Education: Esmond holds a B.B.A in Economics from the University of Texas at San Antonio.
Background: Esmond joined the Financial Services industry in 2012 and became a licensed Advisor in 2014. He holds his series 65 & Certified Financial Planner designations.
Job Titles:
- Director of Investment Operations
Family: Holly is a mother to three daughters and a fur baby named Josie. Out of the office, she enjoys hiking, biking, camping and traveling to new places, as well as spending time with family both here in Texas and Ohio.
Duties & responsibilities at Wela: Holly acts as a liaison between our investment team and supports our clients with their individual requests.
Education: Holly holds a B.B.A. in Business Administration from the University of Cincinnati.
Background: Upon graduating, Holly began her career in banking. In 1987 she was lured away by a wealth management firm and has been in the financial services industry ever since. Holly joined Wela in 2004.