Roger Brooks, CLU, ChFC
Roger Brooks is a Managing Director at one of the nation’s premier insurance and benefit consulting firms. Roger’s 41 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 an Investment Advisor Representative (IAR), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a member of the Greenville County Estate Planning Council.
Roger has been a Board Member of the Forum 400 (Invitation only to top 250 advisors in the country) and on the Advisory Council for Protective Life. He has also been an Advisory Board member for Chief Executive Boards International, Pacific Life, AXA, and Sun Life. He was on the board of directors for 7 years as Treasurer and Chairman of the Board for Carolina Tiger Rescue in Pittsboro, NC, and is currently on the Finance Committee and the Board of Directors for the Greenville Humane Society.
He has been married for 44 years to his better half, Patti. They have 3 grown children, 3 granddaughters, and a rescue dog!
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