portrait of Brook Dyson

About Brook

Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.

As a financial advisor, I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable. I hold the Certified Financial Planner® and Certified Executor Advisor® designations.

I enjoy...

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Sustainable Investing
  • Education savings strategies
  • Divorce finances

Personal Interests

  • Skiing
  • Running
  • Cycling
  • Active Lifestyle
  • Rock Climbing

Team Members

  • Alicia McCluskey
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 08:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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