our principal

Ashleigh J. Brooker is the principal of the Company. She holds a B.S. in Finance from North Carolina A&T State University and an MBA from Florida State University. She has also successfully completed the Financial Planner Program at Oglethorpe University.

As a financial advisor, Ms. Brooker manages client assets and counsels them on various financial matters. She has the privilege of working with a broad range of clients who are in every stage of life and careers. She always takes a personal approach to building client relationships and understands her role as a financial steward of her clients’ assets.

Her career included one of the most severe and prolonged economic downturns in recent history. Nevertheless, she guided her clients through one of the most tumultuous financial downturns that many of them ever experienced. In her own personal life, she and her immediate family members all became victims of the recession during 2008-2010 as each of them experienced job loss, and some of them were within a few years of retirement at the time of their untimely unemployment. Ms. Brooker's perspective on personal finance is one that is anchored in sound financial principles and focuses on preserving the peace of mind of each of her clients, regardless of the combination of events that may be adversely affecting their financial stability.

services

  • Comprehensive Financial Planning
  • Portfolio Management
  • Employee Education
  • Financial Wellness Annual Physical

helpful resources

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