David Brooks, CEPA® CIS® , CHRS®'s Linkedin Analytics

I have been helping individuals and small business owners lower taxes and reach their goals for over two decades, serving in many roles including as CEO, Branch Manager, Portfolio Manager, Commodities Trader, and Financial Planner. I believe ethics are the most underrated quality in the financial industry today. My passion is for helping others to achieve their own personal financial dreams. As a respected national speaker, my expertise and training in the arena of Elder Care Planning and PPACA “Obamacare” has led me to conduct numerous educational workshops throughout the country with the goal to educate as many people as possible. I am a Certified Income Specialist® & a Certified Healthcare Reform Specialist® and a frequent guest on talk radio. Grateful and blessed to be featured in The Wall Street Journal & Forbes Magazine as well as a published author in multiple publications. I've been married to my lovely wife Melissa for over 29 years. We have two sons, Drew and Noah, plus Risen our dog who keeps our household active. I have coached Youth Athletics for several seasons as well as volunteered for several local charities. I also have served on the Board of Directors for many Charities including The Children's Hunger Project, and The American Red Cross, and was the Chairman of the Board for the March of Dimes. I enjoy serving in the production ministry at my church. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.