Since its establishment in 1988, Brooks has been instrumental in guiding Ballew Wealth Management to its success. His deliberate, methodical approach to investing has earned Brooks a reputation for making sound decisions that benefit his clients.
After being named to the position of president in 2005, Brooks has adopted a hands-on approach to leading the company. He continues to actively advise the firm’s clients, particularly in the area of retirement investing. Brooks’ other responsibilities include business development and compliance, as well a range of administrative and management functions. A great source of pride for Brooks is that more than half of Ballew Wealth Management’s employees have been with the company for more than ten years.
Brooks is a 1982 graduate of Mississippi State University. After college, he spent several years in public accounting before joining the Ballew Wealth Management team. In addition to his CPA designation, Brooks holds series 7, 24, 28 and 63 securities certifications.
Brooks was actively involved in troop 302 of the Boy Scouts of America, and he is currently a member of the French Camp Academy board and the Mississippi Council on Economic Education board. Brooks enjoys traveling and is a diligent reader of the classics. He and his wife Sherry have three children and are active members of Covenant Presbyterian Church.