Robert Forest

CSA

With over 20 years experience as a Registered Client Service Associate, Rob brings valuable knowledge to Wigand Integrated Wealth. Having been through a similar move in his career, from another firm to Charles Schwab, Rob’s direct experience will help ensure a smooth transition for our clients.

Rob has demonstrated his excellence in client relations and support, serving teams of advisors for several financial institutions. His expertise and passion lie in creating and maintaining personal relationships with clients and providing individualized support to them in the following areas: administrative planning and management; risk and data analysis; documentation management; quality control; workflow improvements; cross-functional collaboration; and production planning.

When Rob isn’t focusing on clients, he has a number of hobbies and interests. He enjoys taking advantage of the wild terrain Colorado has to offer. He has a passion for off-roading and is currently in the process of rebuilding his CJ-7 Jeep. Rob also loves spending time with his daughter and her husband – from hiking together, to taking their two beloved dogs to dog parks across the state. Rob’s passion for life and client service is demonstrated in everything he does, and he is excited to get to work with the clients of Wigand Integrated Wealth.

Please contact me directly at
T: (719)-284-2198
E: [email protected]