Brook Deaver

CFP®, MBA

PARTNER

Brook has been a dedicated professional in the financial industry since November 2003, following a decade in corporate finance and employee benefits sales. Today, Brook thrives on the diverse needs of his clients, providing guidance and recommendations that offer financial confidence. Brook feels privileged to play a significant role in his clients’ lives as they travel their unique financial paths.

Brook's long-term goal as a financial advisor is to continue providing exceptional care for his clients. His dedication to his client's financial futures drives him to work diligently, ensuring he addresses their needs and helps them achieve their goals. This commitment and his enjoyment of collaborating with his team at Infinitas keep Brook motivated to come to work every day.

His educational background includes an MBA from the University of Kansas in 2000 and a bachelor's degree from Kansas State University in 1992. Brook holds the CFP® professional certification. He is FINRA-registered with the Series 7 and Series 66 securities registrations. He holds Life, Health, Annuity, and Long-Term Care insurance licenses.

Your financial future starts with our process.

Brook's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Brook provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his client's financial well-being first in mind.

INTRODUCTION & DISCOVERY MEETING

FINANCIAL PLAN & RECOMMENDATIONS

PLAN IMPLEMENTATION

45 DAY REVIEW MEETING

ONGOING PROGRESS REVIEW MEETINGS

SCHEDULE A CONSULTATION

MARY F.

We are at a stage where we are paying more attention to the financial plan and will likely have more questions,

etc. as we near retirement. We appreciate that you use a vernacular that we understand, have patience for

questions, and provide deeper level of information and explanation about our situation. We wanted you to know

that we feel you are a good fit for us in the way you approach life and imbue your core values.

The statement was provided 06/04/2024 by Mary Fry who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

More About Brook

Outside work, Brook enjoys spending time at his lake house at Lake of the Ozarks, maintaining the space and boat as a labor of love. He is passionate about golf, watching sports, and engaging in projects around the house.

Married to his wife, Suzanne, since 2000, Brook is a proud father of two sons in their twenties, both of whom have developed strong work ethics. The family resides in Overland Park, where Brook balances his professional commitments with quality family time. Brook enjoys golf, watching the Royals and Chiefs, and hosting friends and family at his home and lake house.

CONTACT BROOK