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