Brooks D. Shertzer
Director of Planning & Investment Adviser Representative
Brooks graduated at the top of his class from Calvert Hall College High School and earned his B.B.A in Economics, Cum Laude from Loyola University Maryland Sellinger School of Business. He is a licensed Investment Adviser Representative with Founders Financial Securities, LLC. He holds his Series 7 (General Securities License), Series 66 (The Uniform Combined State Law License), and MD Life, Accident/Health Producer license.
Starting as an intern and now as a proud member of the DHT Team, Brooks’ journey began with us in 2015. He works directly with clients to facilitate the data collection, plan construction, and on-going plan maintenance, ensuring that your financial plan/investment needs are met! Brooks works directly with each Partner – individually and collectively – in the planning process to help provide an added layer of support and insight to our experienced planning process.
He has a heart for serving others, a mind for planning, and a fervent desire to help make your dreams into your reality!
“If you fail to plan, you are planning to fail” Benjamin Franklin