Ashleigh Brooker (CFP®)

Ashleigh Brooker focuses in the
following client markets or areas of practice:

Baby Boomers

Generation X

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Ashleigh specializes in crafting comprehensive financial plans that are considerate of every area of your financial life and providing wealth management services to those who choose to entrust the responsibility of managing their investments to a professional.

Additional Information

The three most important things in my life are my faith, my family, and my business. Because my faith is my top priority, I try to live my life so that my family and business relationships reflect the tenets of my faith.

I come from a family of excellent cooks, so it stands to reason that I love to bake. My kitchen claim to fame includes my peach cobbler, banana pudding, rum pound cake and a chicken lasagna recipe that I created myself. I consistently volunteer through the VITA program during tax season to prepare tax returns for low to moderate income families for free. Volunteering in this role serves as my personal protest against the predatory companies that go into low income communities and charge exorbitant tax preparation fees to the poor. I also enjoy going to churches and teaching a workshop that I’ve created called Wealth Building Wisdom. I designed it to teach others about handling their personal finances God’s way.