Brooks Casel
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.
Contact Brooks to set up a no-obligation conversation about your financial well-being.