Org chart
David Brooks
President & Financial Advisor
David Brooks
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Lou Brooks
Chief Compliance Officer
Alicia Schoon
Director of Client Service
Chip Maxwell
Director of Community Outreach
Lyndsay Stednitz
Director of New Accounts
Michael Bizzarri
Director of Marketing & Business Development
Tige Heacock
First Impression Coordinator
Mary Thompson
Executive Assistant
Michael Beaulieu
Financial Advisor
Brad Starken
Financial Advisor
Paul Ferguson
Financial Advisor
Alex Murray
Financial Advisor
Dustin Galvan
Financial Advisor
Sean Swanson
Financial Advisor
Blake Grimm
Financial Advisor
Nick Heesch
Financial Advisor
Abigail McNaney
Tax SMART Accountant
Larry Wille
Case Preparation Specialist
Noah Brooks
Production Specialist
Jacob Orand
Financial Advisor
