Managing Director–Wealth Management
Financial Advisor
Over the past 17 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.
With Forrest's clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.
Forrest is an active member of his community, serving on the board of directors of the Falls Little League, and is a former Cubmaster with the Boy Scouts of America.
He resides in Fall City, WA with his wife and four children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Managing Director–Wealth Management
Financial Advisor
Over the past 17 years, Forrest has helped clients manage their wealth in the ever-changing financial markets with critical insight and thorough investment advice. He joined UBS in 2000 after 3 years as a Tax Senior at moss Adams LLP.
With Forrest's clients, he emphasizes total portfolio management with a focus on retirement income planning. He also assists clients with education funding, retirement plans, structures for charitable giving and estate planning. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Forrest earned his B.S. in Business Administration from Western Washington University and his Law Degree is from Seattle University School of Law.
Forrest is an active member of his community, serving on the board of directors of the Falls Little League, and is a former Cubmaster with the Boy Scouts of America.
He resides in Fall City, WA with his wife and four children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Wealth Strategy Associate
Scott began his career at UBS, while still in college, in 2001. He specializes in client support, handling operational inquiries and providing exceptional service. Scott utilizes his 16 years in the financial services industry to bring impeccable industry knowledge and extensive problem solving skills to the team.
Scott has a B.S. in Economics from the University of Washington. He is FINRA-registered and holds both Series 7 and Series 66 securities licenses.
In addition to being a member of the team, Scott is an avid Husky Football fan and enjoys participating in marathons with his wife. He currently resides in Bothell, WA with his wife and daughter.
Education
Senior Wealth Strategy Associate
Scott began his career at UBS, while still in college, in 2001. He specializes in client support, handling operational inquiries and providing exceptional service. Scott utilizes his 16 years in the financial services industry to bring impeccable industry knowledge and extensive problem solving skills to the team.
Scott has a B.S. in Economics from the University of Washington. He is FINRA-registered and holds both Series 7 and Series 66 securities licenses.
In addition to being a member of the team, Scott is an avid Husky Football fan and enjoys participating in marathons with his wife. He currently resides in Bothell, WA with his wife and daughter.
Education
Senior Registered Client Associate
Tammy comes to UBS in 2022 with over 26 years of wealth management experience. She is passionate about service our clients.
In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.
Senior Registered Client Associate
Tammy comes to UBS in 2022 with over 26 years of wealth management experience. She is passionate about service our clients.
In her time away from the office, she enjoys crafting, quilting, family time and camping with her husband.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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