Brooks Casel
Certifications
I am passionate about helping individuals and families achieve lasting financial security and peace of mind. By focusing on comprehensive financial planning, I work closely with clients to develop tailored strategies that align with their long-term financial goals.
“I take pride in building strong, lasting relationships with my clients, guiding them through life’s key financial milestones.”
Whether it’s retirement planning, investment management, education funding, or estate planning, I’m confident in my ability to support you at every stage of your financial journey. With a holistic approach, I’ll always ensure that I take the time to understand your unique circumstances, values, and aspirations. By breaking down complex topics such as investment strategies and estate planning, I aim to provide clarity so you can focus on what truly matters to you.
Before joining the wealth management team at CommunityAmerica, I worked as a financial planner at one of the nation’s largest registered investment advisers. I also served six years as a C-130 loadmaster in the Missouri Air National Guard. Today, I live in the Kansas City Northland with my wife and two sons.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |