Wealth Management Associate

Gavin Forrest


I graduated from the University of Colorado Boulder in 2023, earning an undergraduate degree in Finance and a certificate in Personal Financial Planning. I grew up in Lakewood, Colorado and was proud to follow my father to his alma mater to study as a Buff.

I have always enjoyed math, but steered towards finance as I became fascinated with the stock market during my high school years. Throughout my studying at the University of Colorado, I became more intrigued with behavioral finance and how psychological influences can affect markets and investors’ decisions.

I am currently in the process of earning my CFP® certification, which will give me further knowledge to better serve clients in meeting their goals.


University of Colorado, Boulder

  • B.S. in Business with an emphasis in Finance
  • Certificate in Personal Financial Planning
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