Our Team

  • Steve Forrest

    Steve Forrest founded Forrest Financial Services in 1996 following a career in corporate finance. Steve also has over 35 years of tax return preparation experience. Steve received a Bachelor of Science degree in economics from Iowa State University and a Master's degree in business administration from Drake University. Steve is a Certified Public Accountant and a Certified Financial Planner. Steve lives in West Des Moines with his wife, Susan. Steve has one grown child.

    Contact Steve directly - 515-277-3495 or
    email steve@forrestfinancialservices.com

  • Pete Deacon

    Pete Deacon joined Forrest Financial Services in 2001 focusing on investment management. Prior to 2001, Pete worked in corporate finance for companies in the retail, outsourcing, and banking industries. Pete earned a Bachelor of Business Administration degree with a major in Accounting from The University of Iowa and a Master of Business Administration degree from Drake University. Pete is a Certified Public Accountant and Certified Financial Planner. Pete lives in Johnston with his wife, Pam, and has three children.

    Contact Pete directly - 515-633-2875 or
    email pete@forrestfinancialservices.com

Planning Briefs

Investment Updates

Company Information

6611 University Ave. Suite 201
Windsor Heights, IA 50324

Phone 515-633-2875
Fax 515-277-3538

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