Get to know
Summer Forrest


Summer Forrest

Financial & Estate Planner

Daughter to Jeff and Pam, you could say Summer was born into the family business and was pruned for this work. Jeff first gifted her the book, The Richest Man in Babylon, when she was just 11 years old, which jumpstarted her journey down the road of business, finance, and entrepreneurship.

Over the years, Summer recognized a trend of people either handling their finances haphazardly or opting out of planning for their future entirely; largely because there are simply too many options out there and people don’t know where to start. So she’s taken the mystery out of the process and keeps it real with an intuitive, nurturing, empathetic twist. As a result, her clients leave feeling empowered and equipped.

Much of Summer’s approach is preventive. She loves the Benjamin Franklin quote “An ounce of prevention is worth a pound of cure” and she illustrates to her clients that with proper prevention around finances, not only will they experience more financial soundness, but their physical, emotional, and spiritual lives will be enhanced as well, as they are all connected.

Summer runs our Colorado Branch Office and attracts a variety of clientele from the adventurous type, to entrepreneurs, to single women. She has a love for travel and culture, and recharges by getting out in nature. Summer loves working with her parents and lives in Boulder, Colorado, with her three children.