Independent & Conflict-Free Fiduciary Advice
Brooks Wealth Management is a 100% independent firm, with no hidden agendas, commissions, or product sales. Every recommendation is made with one goal in mind—what’s best for you.

Complimentary Initial Financial Plan
Many financial advisors charge hundreds—or even thousands—for your first financial plan. I don’t. Why? Because I believe financial planning should be the foundation of our relationship, not a sales pitch. Our process starts with a conversation about your goals, concerns, and financial picture. There’s no cost, no obligation—just an opportunity to see if we’re the right fit to work together.

Education & Professional Affiliations
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Estate and Trust Specialist™ (CES™), and Certified in Social Security and Medicare™ (CSS™). I am also a proud member of NAPFA (National Association of Personal Financial Advisors) and the XY Planning Network, both of which uphold high standards for fee-only, fiduciary financial planning.

Curious about my professional credentials and industry affiliations? Click here to learn more.

Personalized Service from a Firm That Puts You First
I take pride in offering a personalized experience that larger firms often can’t match. Because BWM is a 100% independently owned small business, you’ll always work directly with me—not passed off to a junior advisor the day you sign the management agreement. This structure allows me to be highly accessible and responsive, providing guidance when you need it most. My focus isn’t just on managing your investments—it’s on building a long-term partnership, ensuring your financial plan evolves with you through every stage of life.

Why I Started BWM
After years working for a larger firm as a financial advisor, I became frustrated with how the industry operates. High fees, sales-driven incentives, and a lack of truly personalized advice made it difficult to put clients first. The volume of accounts meant people were often treated like numbers rather than individuals with unique financial goals. I started BWM to provide independent, fiduciary financial advice with no sales quotas, no commissions, and a commitment to real, individualized planning. My goal is to help clients make informed decisions with confidence, knowing their best interests always come first.

Personal Life
Outside of helping clients navigate their financial lives, I enjoy spending time with my wife, Paige, and embracing Colorado’s great outdoors. Whether it’s skiing in the mountains, golfing with friends, or playing pickleball, I love staying activeI played football at Colorado State University, which taught me the value of hard work, discipline, and teamwork—qualities I carry into my professional life today. Paige and I live in Centennial, Colorado, where I’m excited to be building Brooks Wealth Management. Growing the firm is a passion of mine, and I’m dedicated to helping clients achieve their financial goals.