Brooks brings nearly a decade of financial services experience. He started his career with a focus on risk management at New York Life, then went on to work another 8 years as a Financial Advisor with LPL before branching off to start his own firm in 2025. Brooks completed his CFP continued education from Southern Methodist University (SMU) as well as holds a Series 7 & 66 licenses. After assisting with multiple practice acquisitions Brooks has continued  assisting Retiring Advisors in the industry transition their practices to a multi-generational team for legacy continuity.

Brett brings over 7 years of experience in the financial field and holds the Series 7 and Series 24 registrations with LPL Financial. Prior to joining PWA, Brett was a Compliance and Operations Assistant for HighPoint Advisor Group and was part of a two-person team responsible for the development and implementation of the firm's compliance oversight program as it pertained to the local office as well as the 22 external offices and 127 associated persons. 

Lisa Atwood joined the Professional Wealth Advisors, LLC team as a Compliance Coordinator. She has been working in the field of compliance for 15 years. Lisa was previously the Compliance Operations Coordinator with MassMutual/WestPoint Financial Group which merged from MetLife. 

As a Customer Service Associate at Highpoint Partners Wealth Management Firm, Crystal plays a vital role in ensuring our clients receive exceptional service and support. With a focus on delivering personalized attention, she assists clients with their inquiries, account maintenance, and financial services needs, helping to build long-lasting relationships and trust.