About Brookwood
We help entrepreneurial financial advisors shape the future of wealth management.
The Brookwood Story
We started with a single question: what if finance remembered its purpose?
Brookwood was built as a quiet rebellion: against the noise, sales culture, and complacency of an industry that forgot who it was meant to help. In a world where financial advice has become automated and impersonal, we stand for human insight, genuine connection, and fiduciary care. Brookwood exists to bring intention back to finance. We embody the belief that wealth should serve people – not the other way around – and that finance, as its best, is a practice of service.
Our philosophy is called HumanAlpha™, the advantage that comes from being deeply human in an increasingly machine-driven world. Because the most enduring edge has never been artificial – it has always been authentic. HumanAlpha™ for Brookwood is assisting individuals, families, and professionals with thoughtful financial planning, disciplined investment strategies, and an individual-first approach rooted in trust. As well, it empowers a supportive and collaborative ecosystem where entrepreneurial financial advisors can be independent, thrive, and feel a part of a community.
Finance doesn’t need to be reinvented. It needs to evolve — to reawaken its soul and remember who it serves.
The Brookwood Ethos
Where Intelligence Meets Integrity, and Humanity Leads the Way.
At Brookwood, we believe performance without purpose is empty, and purpose without precision is naïve. True stewardship lives where both meet — in balance, in motion, in alignment.
The Brookwood Ethos unites three principles that shape everything we do:
HumanAlpha™ – The Philosophy
Wealth should serve people — not the other way around.
SmartAlpha™ – The Framework
Discipline gives purpose its form.
Coopetition™ – The Culture
No one evolves alone – when great minds work together, everyone rises.
HumanAlpha™ gives us purpose. SmartAlpha™ gives us precision. Coopetition™ gives us connection.
Together, they form the Brookwood Ethos. Together, we create a living architecture — one where stewardship is not just practiced, but designed.
The Brookwood Way Forward
Whether you are building a legacy, pursuing guidance or seeking clarity — you belong here. Brookwood meets you where you are, aligning goals, values, and vision into one coherent direction. Because stewardship isn’t a tagline — it’s the foundation of trust, and the quiet evolution toward human-centric finance.
Commitment
Brookwood Team
Committed professionals who support our financial advisors and empower them to excel.
Joanne Brown
Client Service
Joanne Brown
Client Service
Joanne Brown brings over 22 years of experience in the financial services industry, with the last three years at Brookwood. She has an impressive track record, including top national sales awards and team leadership in the late 1990s. Joanne is skilled in client services, mentoring, and managing back-office operations, including her role at Redwood Private Wealth. In addition to her financial expertise, Joanne leads "Sisters Helping Sisters," a group supporting elderly widows through monthly meetings that focus on financial, physical, mental, emotional, and spiritual well-being. A lifelong learner, she is passionate about mentoring and supporting others. Outside of work, Joanne enjoys flower gardening, home decorating, spending time with family, and going on motorcycle rides with her husband.
Michelle Campbell
Billing Coordinator
Michelle Campbell
Billing Coordinator
Michelle Campbell brings over a decade of experience in customer service and management, having worked in various industries, including her most recent role as an Administrative Assistant and Marketing Coordinator at Berkshire Hathaway Real Estate. Her diverse background has equipped her with strong skills in teamwork, collaboration, and achieving organizational goals. In her personal life, Michelle enjoys reading, spending quality time with family, and cooking healthy meals. She is a strong advocate for maintaining a healthy work-life balance, believing it is essential for personal growth and overall well-being.
Chris Coolidge
Chief Investment Officer
Chris Coolidge
Chief Investment Officer
Chris Coolidge, a CFA® charterholder with 25 years of investment experience, is a seasoned portfolio and relationship manager at Brookwood Investment Group. Holding a B.S. in Finance from Drexel University, he has consistently delivered top-tier investment services to sophisticated clients. Chris’s expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry. Chris is an active member of the CFA Institute, the CFA Society of Philadelphia, and the Bond Club of Philadelphia, continually shaping the landscape of investment management.
Deb Corey
Performance Coach
Deb Corey
Performance Coach
Deb Corey is a certified executive life coach with over 15 years of experience, blending her background in executive corporate banking with her passion for empowering financial advisors. Her approach focuses on helping advisors clearly define their goals and create customized strategies to achieve accelerated growth, increased revenue, and stronger client relationships. Known for her holistic philosophy, Deb’s coaching extends beyond business, positively impacting personal health, relationships, and leadership skills. Through her structured and disciplined method, she guides clients to cut through distractions, lead authentically, and achieve purposeful success in both their professional and personal lives. Deb has become a sought-after speaker and trusted coach, transforming the careers and lives of financial professionals.
Donna Dahlgren
Client Service Specialist
Donna Dahlgren
Client Service Specialist
Donna Dahlgren brings 35 years of experience to her role, with a background spanning Paine Webber, Merrill Lynch, and Wells Fargo Advisors. Educated at Cal Poly San Luis Obispo and Pomona in Animal and Behavioral Sciences, she has honed her expertise as an Operations Supervisor and Client Associate. Donna, a Series 7 licensed professional, shines in strengthening client relationships. Outside of work, she cherishes time with her family and grandchildren, enjoys nature, and has a passion for horses, movies, and visiting places like Yosemite and Yellowstone.
Heather DeAgostine
Chief Experience Officer
Heather DeAgostine
Chief Experience Officer
Heather DeAgostine brings nearly 30 years of dynamic experience across the investment advisory, financial services, insurance, and entrepreneurial landscapes. Her career is a masterclass in versatility—spanning marketing, sales, investment research, product creation, recruiting, corporate event planning, and project management. She also built and successfully exited her own small business after more than a decade of leadership.
Heather found her passion for the industry back in the late 1990’s working with independent, insurance-based registered representatives looking to transition their business from a commission-based to a fee-based model. Now, Brookwood Investment Group provides the opportunity for everything to come together--her strong industry knowledge base combined with her entrepreneurial and independent passion, creating a recipe for growth across the firm and the entire Brookwood ecosystem.
A proud graduate of Arizona State University (Magna Cum Laude, B.A. in Education), Heather is a former holder of NASD Series 7, 24, and 63 licenses. She’s also a lifelong learner and creative at heart. She has a passion for empowering women to feel confident around finance and their future success. She resides in Phoenix with her husband and daughter.
Dylan Kobs
Trading
Dylan Kobs
Trading
Dylan Kobs brings over two years of financial experience to his role at Brookwood. He holds a B.S. in Finance and Economics from Grand Canyon University, where he graduated with honors and was a member of The National Society of Collegiate Scholars. Dylan is skilled in trade execution using platforms like Schwab and Orion, project management, and is proficient in Microsoft applications. His technical abilities are further enhanced by coding proficiencies in HTML, C++, and Pine Script, alongside a strong aptitude for data analysis. While his professional focus is finance, Dylan's personal interests include marine biology and ancient philosophy.
Rich Mowrer
Senior Portfolio Manager & Director of Investment Management
Rich Mowrer
Senior Portfolio Manager & Director of Investment Management
Rich Mowrer brings a wealth of experience with over 22 years in portfolio management, trading, and wealth management to Brookwood, where he oversees daily trading and investment activities. Previously, he shaped fixed income strategies at BlackRock, managing assets up to $10 billion, and later provided strategic client guidance at Fidelity. Rich holds a B.S. and an MBA in Finance from Drexel University, along with FINRA Series 7, 63, and 65 licenses. Residing in West Chester, PA, with his family, Rich is deeply involved in his community, coaching youth sports, serving as the President of West Side Little League, and leading a non-profit foundation dedicated to cancer research and scholarship funding.
Carol Pipitone
Client Service
Carol Pipitone
Client Service
Carol Pipitone, originally from London, moved to the Southern California desert in 1994 and became a U.S. citizen in 2006. She began her career in the financial industry in 1996 and now thrives as a wealth advisor at Brookwood Investment Group. Carol is deeply committed to her community, serving as a Rotarian, an Ambassador for Shelterbox USA, and a board member for the Desert Winds Freedom Band. Her dedication to service has earned her the Rotarian “Service Above Self” award, along with Presidential volunteer service awards from Presidents Obama, Trump, and Biden. Carol shares her home with two elderly chihuahuas and a unique German shepherd with corgi legs!
Emma Raimondo
Compliance Associate
Emma Raimondo
Compliance Associate
Emma Raimondo graduated summa cum laude from ASU with a BA in English, Creative Writing. Her training in writing and editing helps make her discerning and detailed in her work. This blend of analytical and creative skills allows her to approach projects from a unique perspective. Outside of her professional life, she enjoys reading, pilates, and spending time with friends and family.
Kimberley Raimondo
Co-Founder & CEO
Kimberley Raimondo
Co-Founder & CEO
Kimberley, with over 20 years of executive leadership in the investment advisory, insurance, and private fund sectors, has a proven ability to build and grow successful investment advisory firms. Her focus spans operations, risk management, and regulatory compliance. As an experienced litigation and securities attorney, she provides valuable insights on regulatory matters. A thought leader known for her strategic thinking and innovative approaches, Kimberley champions motivational talent management, collaboration, and co-opetition. She earned her JD from Pace University School of Law, receiving the Richard J Daronco Scholarship for Excellence in Litigation, and her BA from Fairfield University. Kimberley lives in Phoenix, Arizona, with her husband and business partner, and their four children.
Robert Raimondo
Co-Founder & Chief Development Officer
Robert Raimondo
Co-Founder & Chief Development Officer
With more than 25 years of experience in wealth management and advisory leadership, Robert is the Co-Founder and Chief Development Officer of Brookwood Investment Group. In this role, he drives strategic growth, builds high-impact partnerships, and leads the firm’s mergers and acquisitions strategy. His focus includes identifying and integrating advisory practices into Brookwood’s platform, expanding the firm’s national presence, and enhancing the advisor experience through tailored development programs and innovative investment solutions. Robert began his career as an independent practitioner before merging his practice with a national firm, where he transitioned to managing partner and helped grow assets under management by more than $2 billion, before leaving to co-found BIG. Beyond Brookwood, Robert has served as Board President of a 501(c)(3) non-profit, advised private companies on capital raises, and handled complex shareholder litigation and intellectual property matters.He divides his time between Phoenix, AZ and Coronado, CA, where he enjoys family and friends, the arts, good food, and fitness related activities. Robert holds a J.D. from Boston College Law School and a B.A. in Political Science and English Literature from Fairfield University.
David Rosenthal
IT Director
David Rosenthal
IT Director
David Rosenthal, with 31 years of experience, is a seasoned professional in the realms of cybersecurity, solution and network architecture, and cloud infrastructure across platforms like AWS, Azure, Google Cloud, and Oracle Cloud. David earned his B.S. in Pre-med from Cornell University, beginning his career with Corning Incorporated, where he cultivated deep expertise in project and personnel management. His strategic oversight has significantly advanced his field, marking him as a key player in technology and security innovations. Outside of work, David’s passions include science, technology, and spending time with his family, reflecting his commitment to both professional and personal growth.