Forrest Millheim, CLTC®

Forrest Millheim began his career in financial services in 2002 with an independent agency in
Las Vegas, Nevada. He learned the ins and out of the insurance and retirement plan industry at a
young age from two wonderful mentors and immediately dove in head-first when he realized
this career would allow him to bring a sorely needed service to so many people.
Forrest relocated to Salt Lake City, Utah in 2008 when his children started school. He spent
several years working with large national insurance and investment brokerages as a product
specialist and regional vice president. After spending a few years “on the road”, coaching and
educating other advisors all over the country on best practices and strategies with their clients,
he decided to shift his focus to work directly with individuals, families, and business owners in
his community and in Nevada where he started.
Forrest has always focused on each client’s situation as a unique puzzle to solve. With his
experience at the corporate level as well as in the field, he is able to utilize strategies involving
insurance, long-term care, annuities, and other arrangements to tailor eective solutions for
each individual.
In 2020, as planning to avoid a nursing home became an increasing concern for so many
Americans, Forrest acquired his CLTC® designation to specialize in planning for long-term
care, as well as for retirement. In his o time, Forrest spends his time hiking the mountains of
Utah and snowboarding with his kids.