Brooks brings nearly a decade of experience in wealth management to his role. Prior to joining WealthCrossing, he spent five years at Charles Schwab, working through complex financial planning, tax, estate, and charitable planning decisions with high-net-worth individuals and families. His interest in personal finance took root during his college studies, and he has since found meaning in helping families find clarity and confidence in the face of difficult decisions.
Brooks earned his Bachelor of Science in Business Administration from Christopher Newport University and is a CERTIFIED FINANCIAL PLANNER® professional. Outside of work, he’s a musician with a passion for bluegrass and folk music. He and his partner recently became homeowners and have spent much of their free time renovating their house, with their Black Lab mix keeping them company along the way.
