Allworth Financial
Taylor J. Brooks, MSF, is an accomplished finance professional with extensive experience in investment analysis and corporate development. Currently serving as Finance and Corporate Development Manager at Atlas Vineyard Management, Inc. since August 2024, Taylor J. Brooks has also held the role of Senior Financial Analyst at Allworth Financial since July 2021, where responsibilities included Mergers and Acquisitions analysis. Prior experience includes serving as Investment Officer in Private Equity at CalSTRS, completing strategic investments totaling approximately $1 billion, and as Senior Associate Consultant at The Siegfried Group. Taylor J. Brooks began a career at Grant Thornton LLP and holds a Master's degree in Finance from Saint Mary's College of California and a Bachelor of Science in Business Administration from San Francisco State University.
Allworth Financial
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087