Brooks and I first met as 7th graders at Gilman School. We became good friends and enjoyed playing high school football together at Gilman. Since college we have become even closer friends. In addition to our great friendship, I feel very fortunate to have benefited from Brooks’ expertise and very helpful advice over these many years.
I have relied on Brooks’ honest, intelligent advice in a number of areas of my personal and business planning. He has placed a significant amount of life insurance coverage for my wife and me related to our estate planning. In addition, he has placed life insurance coverage on my brother and me for our business partnership’s buy-sell agreement. He has also created special benefit plans for our company’s key employees.
In addition, Brooks introduced us to an excellent partner whose firm has done an outstanding job assisting us with our company health insurance plan.
He also introduced me to one of his partners whose firm manages Brooks’ investments and those of some of his other clients. I am pleased to be working with this partner and his highly reputable firm as well.