Roger Brooks

Managing Director

Roger Brooks .jpg

864-558-0075

BIOGRAPHY

 

Roger Brooks is a Managing Director at one of the nation’s premier insurance and benefit consulting firms.  Roger’s 44 year practice concentrates on unique estate and income tax strategies for his high net worth clientele.  He also consults with large and small companies in the area of business succession planning as well as employee and executive benefit programs.

He has spoken at the Forum 400, and to several Estate Planning Councils around the country. Roger is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Roger has been a Board Member of the Forum 400 (Invitation only to top 250 advisors in the country), Advisory Council for Protective Life, Chief Executive Board International, Pacific Life, AXA, and Sun Life. He was the Chairman of the Board for Carolina Tiger Rescue in Pittsboro, NC. 5 years on the finance committee at Thornblade Country Club. Board member for Greenville Humane Society and is now an active participant for DreamCatchers.

He has been married for 46 years to his better half, Patti. They have 3 grown children, 3 granddaughters, and a rescue dog! Roger enjoys golf, travel and hiking.