Austin Asset
Jessica Forrest, CFP (R), is a wealth planning professional currently employed at Austin Asset since January 2020. Jessica's career includes significant roles such as Principal at Coyle Capital, LLC and Investment Officer at SGH Management Company LLC. Jessica's experience also encompasses extensive compliance and operational management as Chief Compliance Officer and Operations Manager at Alpha Capital Management from 2004 to 2018. Earlier in Jessica's career, positions at Citigroup, Prudential Securities Inc., Shearson Lehman, and MBank Austin involved various sales and operational responsibilities. Jessica holds an MBA and a BA in Business Management from St. Edward's University.
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Austin Asset
Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth. As a fee-only wealth management firm, we are advocates for our clients and provide financial advice which is as authentic and enduring as our partnership. Whether you have just sold a business, received an inheritance, want to establish a foundation, or simply plan for retirement—when we become partners in your financial future, we intend to be your partner for life.