Meet The Team

Cropped_Mary_and_DonMary Alyce Brooks has been involved in personal portfolio management for more than 17 years. Her background includes training in insurance, investments, tax, retirement, and estate planning, as well as providing personal financial counseling at a consumer credit counseling organization. Additionally, she has served on the board of trustees for a private non-profit residential retirement facility. Personally, the Brooks have moved through the retirement planning process - twice - before Don decided to focus on more important tasks such as spoiling the grandchildren.  Mary Alyce has a BA degree from Grinnell College, Iowa, where she and Don met, and an MA in Guidance and Counseling from the University of Colorado, Boulder.

Mary holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™ CFP® practitioner. This designation is awarded only after completion of a rigorous two-day examination and extensive practical experience. To maintain the license, CFP® practitioners are required to satisfy ongoing educational and ethics requirements.

MCropped_Photo_of_Grandkidsary and her husband Don enjoy camping, fly fishing, gardening, and volunteering within the Colorado Springs community where they have lived since 1971.  When gardening season is over, Mary returns to her passion for needlepoint, examples of which can be found in her office and included for your pleasure on this website.

Cropped_Tim

They have two grown children and four of the smartest, most charming, handsome, and talented grandsons to be found anywhere.

 

 

Kathy_Portraits_007_100x78Kathy Watkins provides administrative support to the Brooks Financial Planning team as a virtual executive assistant. She is the go-to person for all things administrative, including issues and questions related to appointment and materials. Kathy has spent 16 years providing executive-level administrative support to CEOs and business owners. She is based in Chicago, where she indulges her passion for learning and putting into practice new technology. When not working, she enjoys spending time with her three young grandsons, who are either keeping her young (or aging her before her time). If you have questions or want to schedule time with Mary, don't hesitate to Email Kathy.

Let's Get Acquainted

Mary would be delighted to have a 30-minute phone call with you to discuss your financial planning questions and concerns.

 
Just click on the following link: Schedule a Let's Get Acquainted Phone Call.

 

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