david brooks

DAVID BROOKS​

​PRESIDENT & CEO
CIS®

David is in his third decade as a financial advisor helping people realize their dreams in retirement. He is a nationally known keynote speaker at events all over the country on various aspects of financial planning, especially tax strategies. He is a Certified Income Specialist and a go-to guy for national events and for media because he uses plain language that normal people use, and because his approach is both unique and comprehensive. He has been published in numerous newspapers and magazines. He appears on local radio as a guest commentator and on his weekly show, “Retire SMART with David Brooks.” He also has a weekly 30-minute show on local television and shorter “SMART Money Minute” interviews. David and his wife, Melissa, are devout Christians with two sons and numerous adopted local and national charities.

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