Jason A. Brooks

Jason started his career in 1993 as a Certified Public Accountant (CPA) for a public accounting firm. In 1999, Jason also became a licensed financial professional to further enhance the level of services he could provide to his clients. As a CPA and financial professional, he was able to effectively incorporate various tax planning techniques into the overall investment and financial planning processes for his clients.

He joined Finspire in July 2019 so he could follow his dream of being a full-time financial planner. As Vice President of Private Wealth Management at Finspire, Jason focuses on helping clients build sound financial plans, and helps them achieve their financial goals, while being tax efficient.

In addition to being a CPA, Jason also holds the designation of being a Certified Financial Planner (CFP®).

Jason resides in Northbrook, Illinois with his wife and two children where he is active in the community.