Who I work with.

I tend to work best with people whose financial lives have reached a point where the decisions are becoming more important and more connected.

That might mean you're approaching retirement, earning more than you ever have, managing equity compensation, building a business, receiving an inheritance, or simply realizing there are now enough moving pieces that you don't want to manage everything on your own.

You don't need to become a financial expert. You need to understand what matters, what doesn't, and why we're making the decisions we're making.

How I think about financial advice.

Financial decisions don't happen in isolation.

A retirement decision affects taxes. A tax decision can affect Medicare. Selling an investment can affect both your portfolio and your tax return. A home purchase can change how much you should save, how much cash you need, and when you can retire.

That's why I start with the plan.

From there, we can decide how much to save, how to invest, where to hold different investments, when to make tax moves, and which decisions are actually worth worrying about.

How I work.

Brooks Wealth Management is a fee-only fiduciary financial planning and wealth management firm. I don't earn commissions for selling financial products. The relationship is built around advice.

I also intentionally keep the firm personal. When we work together, I want to know what's happening in your financial life, not just what's happening in your investment accounts.

When a decision involves your CPA, estate attorney, insurance professional, or another professional, I'm comfortable working alongside them. Good planning usually requires more than one area of expertise, and someone needs to make sure the pieces fit together.

My background.

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

What stuck with me was how rarely a client's biggest question existed by itself.

The investment decision affected the tax decision. The tax decision affected retirement. Retirement affected Social Security, Medicare, withdrawals, and the estate plan.

That experience shaped how I run Brooks Wealth Management today. I wanted to build a firm where I could look at the entire picture, know the people I'm working with, and spend my time helping them make better decisions rather than simply managing an investment account.

A little about me.

I grew up in Moorpark, California. After several years in Colorado, my wife and I eventually made our way back to California to be closer to family and put down roots of our own.

Before finance, I played offensive line at Colorado State University.

There are probably easier ways to learn that doing your job well doesn't always mean getting the credit, but offensive line will teach you pretty quickly. Your job is to know your assignment, protect the people counting on you, and do the work consistently.

Some of that has carried over into how I think about being an advisor.

Outside of work, I like staying active, traveling with my wife when we get the chance, and spending time with family.

And I genuinely enjoy this work. I like helping people take something that feels complicated, figure out what actually matters, and make a decision they feel good about.