About

headshot of owner and advisor Brooks

With over 25 years of industry experience, my mission is to help clients move from fear and uncertainty to confidence and peace in their financial lives. I hold a variety of educational degrees and industry designations including a master's degree in finance and the Chartered Financial Consultant (ChFC) designation from the American College. In recent years I have pursued additional training in retirement income planning, resulting in the Retirement Income Certified Professional (RICP) designation, also from the American College.