Our Team:

Scott Brooks – Chief Executive Officer

Scott Brooks is one of the most successful producers in the industry. He has helped multiple producers build successful practices and scale their businesses to new heights. He can do the same for you. Using the lessons he has learned within the financial services industry, during his three decades of experience, he will teach you to build the business you have always wanted.

Gordon Haave

Gordon Haave – President/Chief Investment Officer

A graduate of Columbia University, Gordon has been in the financial industry since 1993. He’s previously served as the Director of Investment Consulting to Asset Services Company, a $4 billion-dollar investment consulting firm focused on high-net-worth individuals and institutions. Gordon is the co-host along with Scott Brooks of the Your Retirement Professors radio show in St. Louis and the Chief Investment Officer of Financial & Tax Architects, a Registered Investment Advisor.

Jim Rogers - Chief Operating Officer

Andy Dodge – Vice President of Sales

Clayton Forsman – Marketing Sales Consultant

Tony Hammock – Marketing Sales Consultant

Josh Alcala - Marketing Sales Consultant

Josh Alcala 
Marketing Sales Consultant

Andy Claus – Vice President of Technology and Administration

Matt Dorman – Director of Media Operations

Brandon Aumiller – Director of Training & Development

Mark Herman – Manager of Planning Operations

Janet Karez – Manager of Marketing Operations

Mark Kukielski – Advisory Trainer

Erion Kafazi – Research Analyst

Abbey Pedersen – First Impressions Specialist

BHFM has helped me build a business where I don’t have to worry about where the next lead is coming from. They taught me how to build a successful practice that makes money even when I’m not there!


Mark, Missouri

Using the Money Now Campaign, I was able to close a case for over 2M! Leveraging the Longevity software and risk graphs, I was able to put an income plan together that made it easy and did all the work. I look forward to continuing to work with BHFM on my next client.


Alan, Maryland

Three years ago I was on my way out of this business. Then I met Scott with BHFM. That meeting changed everything. Thanks to his program, I now have a strong, thriving business and I’m even in the process of expanding.”


Jason, Oklahoma

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