As Principal of the Advisory Services arm of Oak Valley Capital, Forrest Schwartz is a tenured professional focused on driving sustainable growth for lower middle to middle market businesses. His expertise lies in designing complementary systems and processes that support advertising and digital marketing initiatives, with a practical emphasis on building scalable customer-acquisition and revenue-generation platforms.

Forrest began his career in advertising sales before transitioning into digital marketing at an early stage, ultimately founding his first agency. After expanding his experience within financial services, he launched TopLine Growth, a firm dedicated to helping companies accelerate top-line revenue through disciplined digital marketing strategies.

Building on this experience, Forrest applies a hands-on, execution-oriented approach to advising Oak Valley Capital's advisory clients, helping leadership teams build a solid foundation for the implementation of repeatable growth strategies, improve market visibility, and scale revenues in a disciplined and measurable way.