The Beginning
Brent Forrest starts as a sole proprietor
Incorporated
The firm formally incorporated
Joined Forces
Brent Forrest and Priscilla McKinley joined forces, combing their practices
Independence
became an SEC Registered Investment Advisor
Succession Plan
Began building the next generation of firm leadership
Leadership transition
brent forrest retired; priscilla mcKinley became managing partner
New home
moved our office from Shavano Park
to Alamo Heights to better serve clients.
became wela
adopted the wela financial advisory name
passing the Torch
Priscilla mcKinley retired; Anders Storvik & Esmond Pabilona became managing partners
