Our Firm

William Brooksby and Mark Brooksby provide personalized financial services to individuals or business owners who seek to preserve and enhance their wealth. We are completely independent and our loyalty is directed to our clients.  

William F. Brooksby is a Chartered Financial Consultant with extensive experience with retirement income planning, estate planning, investments, tax planning, risk management, and insurance solutions.  Bill earned an MBA from Pepperdine University.

Mark W. Brooksby is a graduate of Western Governors University with a BS degree. He is currently enrolled in a graduate program with an emphasis in finance.  In 2005 Mark was severely injured in an auto accident.  Subsequently, he has developed "hands-on" expertise in the financial planning challenges experienced by people with disabilities.