The Beginning
Brent Forrest starts as a sole proprietor
Incorporated
Brent Forrest incorporated
Merged
Brent Forrest and Priscilla McKinley merge their
respective practices.
Independence
Brent Forrest & Associates, LLC. became an SEC Registered Investment Advisor (RIA).
Succession Plan
We started recruiting the next generation of employees to drive an internal succession plan.
Leadership & Retirement
Priscilla McKinley becomes President & Managing Partner after Brent Forrest retires.
Relocation
We moved our office from Shavano Park to Alamo Heights to better serve our clients.
Rebrand
We rebranded from Brent Forrest & Associates, LLC to Wela Financial Advisory.
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