There’s so much noise in our industry today, it’s important Advisors have a partner they can trust to help them see the forest through the trees. I enjoy working in a consultative role to help Advisors build scale and efficiency in their businesses so they can spend more time on what matters most to them. It’s very rewarding to help financial advisors execute their vision for success while also helping to enhance the experience their clients receive.
I’m a Chicago sports fan with special attention paid to the north siders. I also enjoy playing golf and tennis in my free time. We enjoy traveling as a family, often to a sunny beach in Mexico during cold Midwest winters.
As a Regional Director, Sean Brooks enjoys working with Advisors in every area of their practice, from helping solve investment problems to sharing ways to run more efficient practices and build stronger client relationships.
Prior to joining Loring Ward, Sean was with AssetMark in a business development role, and he also worked as a banker and financial representative with JPMorgan Chase in Arizona and Illinois. Sean also spent time working as an estate planning consultant helping families avoid probate.
He attended Loyola University of Chicago and earned a business degree in Economics. Sean currently holds the Series 6, 63, and 65 licenses.