Who this is for.

The people I work best with are professionals who have built something real and are now facing decisions that actually matter. They have equity compensation vesting, a concentrated stock position, a business they are winding down, or a retirement that is close enough to feel real. And they know that getting the next move wrong is not something you easily recover from.

They are not looking for someone to manage a portfolio and send a quarterly report. They want a plan that accounts for taxes, retirement timing, cash flow, equity compensation, and the way all of those decisions connect. They want someone who will think through the full picture, not just the part that sits in an investment account.

How I work.

Brooks Wealth Management is a fee-only, fiduciary practice. That means I do not earn commissions, I do not sell products, and I am legally required to act in your interest.

I work with a limited number of households so the relationship can stay personal. I am not managing hundreds of clients from a distance. I know the people I work with, I know their situations, and when something changes in their life, in the market, or in the tax code, I am paying attention.

When your situation calls for it, I coordinate with your CPA, estate attorney, or other professionals so the planning is not happening in a silo. Good advice does not stop at the edge of one person's expertise.

My background.

Before starting Brooks Wealth Management, I worked at two of the larger advisory firms in Colorado, where I helped build and review hundreds of financial plans across retirement, investments, taxes, equity compensation, cash flow, insurance, and estate planning.

What that experience made clear is that the people who need the most help are rarely dealing with one isolated question. The RSU vesting decision connects to the tax decision. The tax decision connects to the retirement timing decision. The retirement timing decision connects to Social Security, cash flow, Medicare, and the estate plan. A plan that treats each piece separately is not really a plan.

I started this firm because I wanted to do that work properly, with the depth and continuity it actually requires, for a small number of people who take it seriously.

A little about me.

I grew up in Moorpark, California, and that is where my family currently lives so coming back to the area with my wife feels like more than just a business decision. We spent several years in Colorado, where I built the firm, and when it was time to put down roots, being closer to family mattered. We are excited about what is ahead, and God willing, building a family of our own.

Before finance, I played football (offensive line) at Colorado State University. That experience shaped a lot of how I think. You do not play that position if you need credit for every good outcome. Your job is to protect the people behind you, do your assignment, and trust that the results will follow if you do the work right. That is still how I try to approach this.

Outside of work, I stay active and my wife and I travel when we can. But honestly, building this business takes up most of my time right now, and I mean that in the best way. I genuinely enjoy it. I find the work interesting, the problems worth solving, and the stakes meaningful. That is not something I take for granted.