Scott Brooks – Chief Executive Officer
Scott Brooks is one of the most successful producers in the industry. He has helped multiple producers build successful practices and scale their businesses to new heights. He can do the same for you. Using the lessons he has learned within the financial services industry, during his three decades of experience, he will teach you to build the business you have always wanted.
Gordon Haave – President/Chief Investment Officer
A graduate of Columbia University, Gordon has been in the financial industry since 1993. He’s previously served as the Director of Investment Consulting to Asset Services Company, a $4 billion-dollar investment consulting firm focused on high-net-worth individuals and institutions. Gordon is the co-host along with Scott Brooks of the Your Retirement Professors radio show in St. Louis and the Chief Investment Officer of Financial & Tax Architects, a Registered Investment Advisor.
Jim Rogers - Chief Operating Officer
Andy Dodge – Vice President of Sales
Clayton Forsman – Marketing Sales Consultant
Tony Hammock – Marketing Sales Consultant
Josh Alcala –
Marketing Sales Consultant
Andy Claus – Vice President of Technology and Administration
Matt Dorman – Director of Media Operations
Brandon Aumiller – Director of Training & Development
Mark Herman – Manager of Planning Operations
Janet Karez – Manager of Marketing Operations
Mark Kukielski – Advisory Trainer
Erion Kafazi – Research Analyst
Abbey Pedersen – First Impressions Specialist
BHFM has helped me build a business where I don’t have to worry about where the next lead is coming from. They taught me how to build a successful practice that makes money even when I’m not there!
Using the Money Now Campaign, I was able to close a case for over 2M! Leveraging the Longevity software and risk graphs, I was able to put an income plan together that made it easy and did all the work. I look forward to continuing to work with BHFM on my next client.
Three years ago I was on my way out of this business. Then I met Scott with BHFM. That meeting changed everything. Thanks to his program, I now have a strong, thriving business and I’m even in the process of expanding.”