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Brooks's Story

Brooks began his career in financial services in 2015. After becoming licensed and gaining experience in the industry he moved on to the investment services side by joining 360 Wealth Planners in 2016. He continued his education in 2020 at SMU to receive his CFP,

and went on to study Family Office & Private Equity Management at Harvard University in 2021.

In 2021, Brooks also became a Partner at 360 Wealth Planners and is an active member of the Financial Planners Association of Dallas, Estate Planning Council, Private Equity Association of Corporate Growth, and The Lions Club. 

He devotes time and energy to the Lions Club of Dallas and the Sight and Tissue Foundation which provides eye exams and glasses, at no charge, to thousands of children every year. In his spare time Brooks also enjoys the outdoors sailing, hiking, and fishing on the weekends

Let’s discuss how we can help you achieve YOUR financial goals

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At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.

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