Roger Brooks

Managing Director

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Roger Brooks is a Managing Director at one of the nation’s premier insurance and benefit consulting firms.  Roger’s 42-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 on the board of directors for 7 years as Treasurer and  Chairman of the Board for Carolina Tiger Rescue in Pittsboro, NC and 5 years on the finance committee at Thornblade Country Club. Roger is currently on the Finance Committee and the Board of Directors for the Greenville Humane Society.

He has been married for 45 years to his better half, Patti. They have 3 grown children, 3 granddaughters, and a rescue dog! Roger enjoys golf, travel and hiking.