Broker Check


Our Primary Purpose

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.

Our Primary Purpose

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" specialization in the financial planning challenges experienced by people with disabilities.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!