Monday, May 8th 2023

It is with great excitement that we announce the promotion of Brian Jessen to the role of President of Forest Capital Management (“FCM”).

Brian has been an integral part of FCM’s growth since its inception in 2014. In his early days at the firm, Brian enthusiastically led a small team, developing FCM’s high-touch and accountable service model while owning all business development responsibilities. As FCM grew, Brian helped build a team of hardworking, dedicated individuals that collectively propelled FCM to be one of the fastest organically-grown RIA retirement plan advisory firms in the Midwest.  Over the past five years in his role of Managing Director, Brian has overseen all aspects of client service and led the firm’s expansion.

In Brian’s new role as President, he will continue to oversee day to day operations of the firm, but will also play a larger part in setting FCM’s strategic course going forward.

Congratulations Brian!