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.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.