Brooks has held several client relationship positions since graduating in 2007 with a Bachelor’s Degree in Economics and Finance. In 2015 Brooks joined the staff at Heritage Federal Credit Union and quickly advanced to the management team. While at the credit union, he earned the designation of Certified Credit Union Financial Counselor (CCUFC). Using these acquired skills he was able to help guide those struggling with finances.
Brooks joined the Donaldson Capital Management team in July of 2017 as a Client Operations Manager. Within a couple of months, a call arose to lead as a Client Services Manager; working closely with the Investment Advisors to serve the needs of our clients. In September of 2019, Brooks earned his Chartered Retirement Planning Counselor ℠ designation.
In his spare time, Brooks enjoys acting, exploring nature, sports participation, playing with animals, and spending time with good company.