Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing Long-Term Care Considerations

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.<br /><br />After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.<br /><br />In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.<br /><br />He owns both a Financial Advisor firm and a tax firm based in Lake...