Financial Advisor Community
The Brookwood financial advisor community is shaping the future of wealth management.
A Community of Innovation and Growth
At Brookwood, our financial advisors are at the heart of everything we do. Each member of our community brings unique expertise, innovative thinking, and a commitment to excellence. Together, we foster a collaborative environment where entrepreneurial advisors can share knowledge, support each other, and drive the future of wealth management.
Financial Advisor Community
Meet the entrepreneurial financial advisors who drive innovation and success at Brookwood.
William H. Anderson brings 15 years of experience in financial planning, with a professional journey that has spanned roles at MetLife, Patriot Financial Group, LPL, and Belpointe. A Certified Financial Planner (CFP), William graduated from Norwich University with a BS in Mechanical Engineering and a minor in Economics. His engineering background, combined with his economic acumen, equips him with a unique perspective in financial strategy and problem-solving. William’s analytical skills and meticulous attention to detail enable him to provide exceptional financial advice and solutions to his clients. In his personal time, William enjoys engaging with projects and activities that challenge his strategic and creative thinking.
Dan Angelone is dedicated to using his expertise to assist anyone in need of financial and economic guidance, firmly believing that no sum is too small to manage and grow. His philosophy encourages clients to always look "UP," focusing on potential and growth. Daniel's educational background includes a Bachelor's in Economics from the University of Rhode Island (1980), Advanced IRA Rollover Studies at the Broyals-Leadem Institute (2005), and he became an Accredited Portfolio Management Advisor (APMA) through the College for Financial Planning in 2014. In his leisure time, Daniel enjoys recreational reading and cherishing moments with his family. He has been happily married for 44 years and is a proud father and grandfather, with two children and four grandchildren.
Ross Atefi, an accomplished financial advisor with 15 years of experience, holds a BS in Finance-Investments from Cal State Long Beach, graduating with honors. He boasts an array of credentials including AAMS, CRPC, and CCFS designations. Beginning his career managing the school’s Student Managed Investment Fund, he later joined Lincoln Financial Group, transitioning to Belpointe to deepen his focus on retirement and college planning. In 2019, inspired by a sacred journey through the Himalayas, Ross founded 'Yatra Wealth Design'—a testament to his commitment to guiding clients through their financial journeys. Ross’s practice thrives on client referrals, maintaining 98% of his clientele through his transition to an independent fiduciary. Beyond finance, he enjoys Brazilian Jiu Jitsu, chess, weightlifting, swimming, and spending quality time with his wife and daughter.
Brent Burgesser brings 25 years of experience in the financial services industry, with tenures at Merrill, Morgan, LPL Financial, and International Assets Advisory. He graduated with a BA in Business and Communications from the University of Oklahoma and specializes in retirement planning, estate tax planning, and Fin-tech platforms. Brent has shared his expertise as a speaker at the 2022 Arizona Society of CPA annual converge and as a published contributor in the ASCPA Magazine. He is also a dedicated mentor and team leader, deeply involved in charity work with organizations like the American Cancer Society. Brent and his wife, Colleen, currently reside in Atlanta, Georgia with their dog, Buttercup, where they enjoy outdoor activities and family movie nights.
Steve Caruso brings 26 years of experience to his role as the founder and president of Laurel Wealth Solutions, an affiliate of Brookwood Investment Group. A graduate of Tulane University with a BSM in Finance and Accounting, and Concord Law School where he earned his Juris Doctorate, Steve is also an Amazon best-selling author. His book, "Cookie Cut This! Retirement Distribution Planning for the Non-Conformist," along with appearances on CBS and Fox, highlights his innovative approach to retirement distribution, investment management, and estate planning. Steve is a recipient of the Million Dollar Round Table and several industry awards for client service and production. Outside the office, he enjoys hiking and exploring the outdoors.
Tracy Cobb has been a practicing CPA since 1987, bringing over three decades of experience in accounting and financial planning. He graduated from the University of Oregon's Charles H. Lundquist College of Business with a Bachelor of Science in Accounting & Finance and holds certifications as a CPA, Chartered Global Management Accountant (CGMA), and Personal Financial Planner (PFP). Tracy specializes as a certified business coach, partnering with small business owners to navigate daily challenges and build financial freedom through tailored roadmaps. Outside of his professional life, Tracy enjoys hiking, skiing, and traveling with his family. He also looks forward to coaching soccer for his grandsons once they are old enough.
Nick Greenhouse brings five years of experience focused in portfolio management, retirement planning, and retirement plans, with qualifications in Series 65 and CRPS™. His professional journey began at Belpointe after studying psychology at UCONN, which enhances his understanding of client needs and behaviors. Outside of his career, Nick enjoys a variety of activities including skiing, golfing, faceting gemstones, working out at the gym, and spending quality time with friends and family. His well-rounded approach to life and finance reflects a commitment to both personal and client well-being.
David Hendershott, a seasoned financial professional, celebrates over 40 years in the industry with a history at esteemed firms like Jeffries, Paine Webber (later UBS), and Oppenheimer, where he honed his investment skills covering hedge funds. David graduated from Occidental College in 1966 and has since become a pivotal figure in the financial sector. Alongside Carol Pipitone, he significantly grew their managed assets from about $17 million in 2014 to $58 million currently. David’s understanding of technology and business trends is reflected in his daily tech blog, particularly noted for his early investment insights into Nvidia, which have proven highly successful over the past eight years. While David considers himself an investor rather than a trader, his depth of knowledge and strategic foresight are his trademarks. Residing in Los Angeles, David enjoys exploring the city’s variety of downtown attractions, though he humorously notes that he could use a hobby.
Zach Jones earned his bachelor’s degree in marketing from Utah Valley University’s Woodbury School of Business, where a basketball scholarship initially took him. Following a game, it was there he met his future wife, Hannah. After graduating, Zach convinced Hannah to move back to Arizona with him to join his father, Doug Jones, a veteran with 36 years in the financial services industry. Under his father’s mentorship, Zach obtained various insurance and investment licenses, and designations such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®). Zach proposed to Hannah in 2016 during a family trip to Hawaii, married her a year later in Park City, Utah, and they have since welcomed two children, Oliver and Charlie. While he still plays basketball recreationally, Zach finds his greatest happiness in spending time with his family and embarking on adventures with his kids.
Cassie Kang brings 18 years of experience to Brookwood. As a Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Certified Financial Planner (CFP), she manages over $450 million for high-net-worth clients. Cassie focuses on creating personalized financial strategies for business owners in the entertainment and creative sectors. Her focus includes tax optimization and estate planning, helping clients navigate complex business transitions smoothly. Cassie’s ability to tailor investment strategies to shifting market conditions makes her a grounding and assuring financial guide.
Dr. Adam L. Klein blends over a decade of experience in finance and healthcare, holding a BS in Finance from Boston University and a Doctor of Chiropractic from Life University. Initially working in Boston's mutual fund industry, he later founded and ran a successful chiropractic wellness center. Now a Fiduciary and Investment Advisor at Brookwood Investment Group, Dr. Klein also manages roles at BBM Collective, LLC, and Evolution Fund. His entrepreneurial spirit shines in his personalized investment strategies aimed at fostering health and wealth for his clients. Outside of work, Dr. Klein enjoys cooking, swimming, and gardening in Arizona's sunny climate, embodying his philosophy of blending health with financial well-being.
Maggie Koosa is an independent Investment Advisor Representative and fiduciary, committed to serving your best interests without the constraints of sales quotas or company-branded products. Also a licensed Insurance Agent and a Certified Exit Planning Advisor with the Exit Planning Institute, she tailors her approach to your unique financial situations, needs, and concerns. Maggie’s dedication to service, combined with her knowledge, ensures rigorous ethical standards and personalized financial guidance for confident living across all stages of life. Her comprehensive strategy includes tax planning, estate management, and exploring alternative investment options. Known for her "white glove service," Maggie’s aim is to enhance your quality of life through meticulous financial planning. Outside of her professional life, Maggie is passionate about philanthropy, enjoys reading, playing competitive sports, traveling, and cherishing time with her family.
Marc Lebensfeld brings 26 years of financial experience, primarily managing institutional money at buyside investment firms. His career includes working at multiple long/short equity hedge funds, where he developed expertise in running long/short and long-only funds, including his current role at Evolution LLC under Brookwood Investment Group. Marc holds a B.S. in Business Administration with a focus on finance from Boston University. Additionally, he has published equity research reports as a transportation and software analyst. Outside of work, Marc is an avid tennis player, competing in USTA singles and doubles leagues. He also played at the collegiate level.
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!
Richard Rogers brings over four decades of experience in personal investment management, with a career that has spanned positions at both Belpointe and Wells Fargo Advisors. Although he attended Boston University for two years, Richard's real-world expertise has been honed through professional practice and life experience, including serving as a Green Beret. Now, Richard enjoys golf, photography, and skiing in his leisure time. Celebrating 60 years of marriage, he is a dedicated family man with three children and seven grandchildren.
Steve Schippel began his financial planning career in 1984 at American Express Financial Advisors, quickly excelling as the top planner among his peers nationwide. His roles include District Manager and Division Vice-President in Orange County, where he led over 100 planners. After several successful years, Steve returned to private practice, consistently ranking as a top advisor in the Washington, D.C./Baltimore area. In response to his clients' needs, Steve founded Schippel Consulting, LLC, aligning clients with top money managers and offering life coaching. He holds a Certified Financial Planner (CFP®) designation and became a Certified Senior Advisor (CSA)® in 2006. Originally from Northern Ohio, Steve now continues his work there, focusing on personalized client strategies.
Mark Shelby is an experienced investment advisor dedicated to helping clients achieve their financial, retirement, and estate planning goals through education and personalized strategies. A lifelong "math guy," Mark enjoys solving financial puzzles and developing wealth accumulation and income strategies that fit each client's unique financial picture. His financial career began in college, where he earned a Bachelor’s degree in business and finance and worked as an academic tutor in economics and statistics. Mark later founded Vertical Wealth Management, a Registered Investment Advisor firm. Outside of work, he enjoys spending time with family, hiking, and staying active.
Joe Ward brings over two devices of experience in the insurance and financial planning industries. Starting his career with Sun Insurance Marketing Network under The AIG Life Companies, he embraced a holistic, educational approach to risk management. In 2004, Joe joined Professional Insurance Systems of Florida, where he helped to expand the firm’s services into securities with Questar Capital, and later established a property and casualty insurance agency. Since the founding of Brookwood Investment Group, Joe has managed his own client portfolio and advised fellow advisors on integrating insurance products to mitigate investment risks. He is a Certified Financial Planner and holds comprehensive Florida insurance licenses for life, health, variable annuities, and property & casualty.
Vincent Yackanin's passion for finance was sparked at the University of Arizona, where he earned his B.S. in Finance and secured an early internship at one of the country's largest firms. His dedication and integrity caught the attention of mentors Zach and Doug Jones, who later welcomed him into their team. A Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®), Vincent is committed to understanding each client's unique needs and providing targeted financial education. Deeply connected to Tucson’s community, he enjoys hiking its scenic trails, exploring downtown with his dog, and supporting local businesses.
A Simple Plan to Grow Your Financial Advisory
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.
Join Brookwood
The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.
Use Brookwood
We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.
Grow Your Business
Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.
Join Our Community Now.
Collaborate with top financial advisors to expand your knowledge and drive your success.
