Brian Forbush

About Brian Forbush

Brian Forbush brings a client-centered approach to financial planning, rooted in listening, education, and long-term strategy. With a focus on both individual and family needs, Brian helps clients achieve peace of mind through thoughtful planning and sound research. His goal is to simplify the financial process and guide clients toward decisions that support lasting financial well-being.

Brian has been part of the Jefferson County community for over 20 years, offering a deep understanding of the people and values that shape the region. He entered the financial services industry in 2008, following a successful career in retail construction and management, where he helped companies grow and thrive. His diverse background and exposure to communities across the country, thanks to his father’s military service, give him a unique perspective on client needs and communication.

Returning to school as an adult, Brian earned his Master’s in Finance from Webster University in 2014, further strengthening his ability to serve clients with advanced 
financial insight and planning strategies.

Outside of work, Brian enjoys cooking, gardening, and mountain biking. He’s active in his local church and cherishes time spent with his niece and nephew. A lifelong 
dog lover, Brian has rescued many dogs over the years and currently shares his home with a 13-year-old boxer mix