Meet The Team
These Are The People Personally Invested In Your Financial Life
At Lee Brooks Investors, guidance starts with knowing the person behind the plan. Lee Brooks brings decades of experience, personal service, tax-aware perspective, and a relationship-driven approach to clients in Northwest Arkansas and beyond. Whether you are thinking through a rollover, retirement, taxes, or legacy decisions, you have a team that stays connected to your life, your family, and the priorities your wealth is meant to support.
Zane Brooks
Sales Assistant, Marketing Outreach
Thoughtful Planning for Life's Important Financial Decisions
Your next decision may affect your taxes, income, family priorities, and long-term goals. Brooks Investment Group can help you slow the moment down, understand the tradeoffs, and choose a path that fits the life your wealth is meant to support.
Partnering with Cetera for Enhanced Financial Services
Through our partnership with Cetera, we benefit from their expert legal and financial services, unbiased investment research, and over 100 years of financial planning experience, allowing us to provide you with comprehensive and personalized financial solutions.
Cetera Advanced
Planning Team
We benefit from the expert legal and financial services from our key resource partner, Cetera's Advanced Planning Team.
Cetera Investment Management Team
The Cetera Investment Team provides unbiased research and guidance to assist us in developing a personalized investment plan for you.
Cetera Financial Plan Design Team
Cetera’s Financial Plan Design Team, with over 100 years of experience, is a valuable resource for financial planning.
Partnership Through Every Transition
Explore planning that puts your life first, so each decision supports today’s goals and tomorrow’s lasting security.
Planning That Balances Today & Tomorrow
Build a thoughtful plan that helps you enjoy life now while preparing confidently for tomorrow.
Let’s Plan for the Life You Want
Start a conversation about the life you want and the planning decisions that can help you move forward with clarity.