portrait of Mark J Brooke
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Mark

Our purpose is to help you and your family lead a good life.

…but make no mistake, this is not about us; it is all about you.

Who determines what is "good"? Quite simply, that is determined by you – your values, your family dynamics, your purpose, your health, your finances and your future potential.

The journey begins with the end in mind; by actively listening and sincerely understanding where you would like your life to go and why, we can then work backwards to the present day and take action. We will explore your needs, dreams and fears at varying stages then...

Focus Areas

  • Military Professionals & Veterans
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ABFP™

    Accredited Behavioral Finance Professional™

Education

  • Nottingham Trent UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Personal Fitness
  • Reading
  • Traveling

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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