Tommy Brooks, Cfp, Cpa Email & Phone Number

Tommy Brooks has over 30 years of experience as a C-Suite executive in the financial services industry. As a CFO of a community bank, he not only ensures the accuracy and integrity of the entity's financial systems and reporting, he provides thought leadership and strategy throughout the organization helping all team members achieve their goals. Also, Mr. Brooks understands the financial needs and challenges of individuals, businesses, and business owners. His mission is to help high net worth individuals, executives, professionals, community & business leaders develop, implement, and revise financial plans. He enjoys creating strategies for clients, their families, and their businesses, and he seeks to become their trusted advisor.Mr. Brooks is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). He earned his Accounting Degree from the University of Houston and as a Professional Masters of Banking from Louisiana State University. He holds FINRA Series 7 & 66 securities licenses as well as a General Lines Insurance license allowing him to offer Life, Accident, Health and HMO insurance.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.

Listed skills include Cfp, Cpa, Series 7, Series 66, and 3 others.