Phone: 425-321-5801

Fax: 425-321-5801

Email: brook@kaizenfa.com

Brook is an 18-year finance veteran who has worked with such companies as Siemens, Eddie Bauer, and Symetra Financial, where he established a reputation for leadership and excellence. He is a CPA who also holds an MBA with a finance concentration.  Brook has been responsible for highly complex financial analysis and provided guidance in all aspects of corporate finance including mergers & acquisitions, strategic planning, budgeting, forecasting, and the evaluation of strategic business opportunities.

Despite success in corporate finance, his interests have always centered on personal financial planning and helping people.  He gets his greatest satisfaction from building meaningful relationships and positively impacting people’s lives. Whether it’s serving on the board of a charity, or serving in the community, or helping individuals plan for retirement it’s the people that matter most to Brook.

When not working, Brook is committed to continuous learning.  He values his faith and the community that has come with it.  Above all, he enjoys spending time with his wife and his two teenage children.

Qualifications:

• Certified Financial Planner (CFP®)
• Certified Public Accountant (CPA)
• Master of Business Administration (MBA) – Finance Concentration
• Investment Advisor Representative
• Licensed insurance professional

Find Brook on LinkedIn:

• https://www.linkedin.com/in/brookanderson/