I joined Brooke & Schafer in 2010, and head up the Atlanta branch. Established in Cincinnati in 1978, Brooke & Schafer has always sought to help our clients reach their financial dreams through custom comprehensive financial planning. We create retirement plans, offer customized financial advice, and manage portfolios for a relatively small, but highly valued, list of clients. We work closely with high net-worth retirees and executives as well as younger clients just starting out. We are dedicated to helping clients develop a sound financial plan based on a thorough risk tolerance assessment, incorporating proper investment strategy and diversification, and risk management. A main area of focus is to assist clients with retirement planning, including wealth management, Social Security and retirement income planning, and estate planning. I also assist clients in understanding ways to protect themselves and their family against an unexpected illness, injury, or death which could derail their strategy and prevent them from achieving their financial goals. I host a variety of educational workshops throughout metro Atlanta discussing specific financial strategies to help retirees understand crucial retirement issues such as Long-Term Care and Social Security Maximization. Check the Client Resources page of our website for details www.brooke-schafer.com, or call us 888-244-6217. Securities offered through Cambridge Investment Research, Inc. A Broker Dealer Member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, A Registered Investment Advisor. Brooke & Schafer, LLC is independent of Cambridge Investment Research.

Responsible for growing and maintaining flexible packaging accounts in the Southeast. Identified new markets and developed marketing plan to grow market share within those markets.

Responsible for growing and maintaining folding carton accounts in the Southeast. Customers included several large national consumer goods companies.

Responsible for identifying, growing and maintaining consumer goods company accounts in the Southeast. Identified new end-use markets and developed marketing plan to grow market share within those markets. Expanded the strength platform family of products nationally to consumer goods companies.

Responsible for growing and maintaining flexible packaging accounts in the Southeast. Managed a Top 10 national account for division.

Responsible for growing and maintaining blister card accounts in the Southeast. Identified new markets and developed marketing plan to grow market share within those markets.

Responsible for growing and maintaining corrugated packaging and corrugated point-of-purchase display accounts in metro Atlanta.