The people who work at Brooks Financial Advisors, LLC, not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks with diverse interests and hobbies. Our planners and staff are always ready to address your concerns, answer your questions, and put you at ease, all the while focusing efforts on helping you achieve your goals and objectives.

Adam Brooks CFP^®, CFS, CLU, Owner. Adam specializes in comprehensive financial planning, focusing on Estates, Risk Management, Wealth Management, Education Funding, Business Succession, and Tax Planning. At Brooks Financial we think of ways that could make your financial life better and then we act on them. Adam is many things: loving father to two small children, supportive husband, volunteer at his local Christian Church, established fisherman, CERTIFIED FINANCIAL PLANNER™ professional, and close friend to many here in Bend, Oregon. Adam's strong work ethic, caring of each individual's personal financial future, along with his long list of hobbies, make him a person that people want to be around.

Jared Pearson, CFS. Jared's focus is on strategic planning for investments, portfolio development, estate planning, and client relations. He joined our team in the spring of 2003 after starting his career at a firm in downtown Portland, Oregon. Jared loves to play golf (often with clients), tennis, soccer, work out, and enjoy the many dining-out experiences that Bend has to offer. He has an exciting personality and is a joy for our clients to work with.

Daniel Evans, JD*, MBA. Danny specializes in Business Planning, Executive Compensation, Employee Benefits Planning, Wealth Management and Retirement/Financial Independence Planning.  Danny and his wife Wendy enjoy taking advantage of the glorious Central Oregon climate! They are avid lovers of hiking, camping, mountain biking, canoeing, and kayaking. Danny is also an avid photographer and an advisory board member of 3E Strategies, a nonprofit organization in Central Oregon, focusing on sustainability through green building, renewable energy, and sustainable economic growth. In addition to all of these activities Danny and Wendy recently celebrated the birth of their beautiful daughter, Aspen, in May 2007.

Jenny Steward, Office Manager, has been with Brooks Financial since February 2004 and has been a great addition to our team. She processes and tracks all new business. Jenny, her husband, and their two children enjoy traveling, camping, and hiking. More recently Jenny has been focusing on her other love, photography, in her spare time.