Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about Kevin L. Brooks and his professional experienced staff, then when we meet, you can get to know us.
The Brooks Team
Kevin & Melessa
The Brooks Team
Kevin L. Brooks
Registered Investment Advisor
Kevin L. Brooks began working in the Financial Services Industry in 1989 for a large New York based Insurance Company. While there, he became one of the Fee Based Financial Planners for their Securities Branch.
Those years of experience and training allowed him to go out on his own and open Brooks Financial Services in 1996. That year he became an independent Registered Investment Advisor.
Kevin continues to help people manage their finances through a Comprehensive Wealth Management Approach.
Melessa Brooks
Office Manager
Working as a vital part of the team, Melessa is the Office Manager and Service Assistant.
She manages the ongoing daily routine of running the office and providing back office support.