Brook Deaver, CFP®, MBA
As a financial advisor, Brook feels privileged to play a significant role in his clients’ lives as they each travel their unique financial path. He strives to build long-term relationships based on mutual trust. Brook focuses on educating clients on appropriate investment and planning strategies and takes pride in offering objective advice.
Brook has been providing financial advice and investment management services to clients since 2003. He began his career in 1992 with Gardner and White, where he specialized in the design, implementation, and servicing of employee benefit plans for hospitals, nursing homes, and physician practices. From 1995 to 2003, Brook was a financial analyst and managed financial/business analysts for several Fortune 500 companies.
Brook received his undergraduate degree from Kansas State University in 1992. He completed his MBA at the University of Kansas in 2000. Brook holds the CERTIFIED FINANCIAL PLANNER™ / CFP® professional certification. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. He holds Life, Health, Annuity, and Long-Term Care insurance licenses. He is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC.
Brook was born and raised in Wichita, Kansas. He currently resides in Overland Park, Kansas, with his wife, Suzanne, and sons, Ryan and Jonathan. Brook and his family are active in their community and church. He enjoys spending time with friends and family, reading and consuming finance, business, and investment information, playing basketball, and trying to break 90 on the golf course!
Client Services Manager
Catherine began working for Trinity Planning Group (now Infinitas) part-time in August 2016. She also works for another Commonwealth advisor full-time, since August 2007. Catherine holds a BBA in management science from the University of Georgia. After 17 years as a full-time mom to four fabulous daughters, she decided to reenter the workforce full-time in 2007. Before motherhood, Catherine was a systems analyst and computer programmer for NCNB Texas in Dallas. Her current responsibilities include maintaining the client relation database, preparing and processing new accounts, processing changes to existing accounts, and maintaining client files. She especially enjoys the wide variety of her responsibilities and learning more about the financial and insurance industries.
Catherine lives in Overland Park with her two cats. In her free time, she enjoys gardening, hiking, watching movies, reading, and traveling.
Director of Wellness
Aubree joined Infinitas two years ago and quickly took on the role of “Director of Wellness” in making sure that “everyone is taken care of.” Two days a week, Aubree keeps all drinks and snacks stocked, maintains the conference rooms so they are well kept and professional looking, distributes the mail, and helps prep for client meetings. She also helped kick off the well famous “Smoothie Day” for her coworkers.
Aubree’s family members are the most important people in her life, and she enjoys watching two of her favorite sports teams with them, Kansas City Chiefs and Royals. She is currently in a weekly bowling league. Aubree also participates in Special Olympics each year in bowling and bocce.
Chelsea is the office coordinator for Infinitas. She ensures that the front office operations run smoothly and support other business activities as needed. She communicates with clients and guests face-to-face and over the phone with a warm greeting and friendly hello.
Chelsea is currently pursuing her BS in digital marketing and expects to graduate in early 2021. She is a highly driven business professional with a background in customer relations and e-commerce management. Her prime objective has been to deliver memorable work that meets business needs through dedication, passion, experience, strategy, and striving to embody servant leadership. She is a Kansas City native – born and raised!