Brooks likes to keep his clients informed and current with cutting-edge investment strategies. As the Portfolio Manager and Lead Advisor for WorthPointe, he streamlines the complex processes involved in financial planning to ensure effective wealth management. In these roles, he addressed advisor and client inquiries, facilitated the smooth execution of various account maintenance tasks, and partnered with custodians and technology providers. He proudly serves on the Board of Directors of the Financial Planning Association of Austin and promotes financial responsibility in the Austin community by volunteering at Foundation Communities as a tax preparer for low-income households. Brooks has golfed all over Europe, and you can find him teeing off locally at the Barton Creek Golf Club. An active traveler, Brooks can claim the rare accomplishment of having seen all the Major League baseball teams play in their hometowns. Even powerful brands can fail: 6 safeguards to put in place Crowdfunding: The New Venture Capital?
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He joined the firm in early and was quickly promoted to Compliance Officer and director of advisor support. Brooks addressed advisor and client inquiries,ensured the smooth execution of the various account maintenance tasks, as well as partnered with custodians and technology providers. Brooks also holds the Series 65 securities license. Brooks promotes financial responsibility in the Austin community by volunteering at Foundation Communities as a tax preparer for low-income households. In his spare time, Brooks enjoys playing golf at Barton Creek Golf Club, participating in the active lifestyle of Austin, and spending time with family and friends. He is also a big fan of Major League Baseball and has seen every team play in their hometown. The National Association of Personal Financial Advisors NAPFA is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve. WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families.
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