Richard A. Brooks

  • Former President, Senior Asset Management Group, Inc. – a financial services company based in Richmond Virginia
  • Former President and CEO, National Employee Benefits Group, Inc. – a financial services company serving Virginia, Maryland, North Carolina and the District of Columbia with over 1,500 agents
  • Member, International Association of Registered Financial Consultants
  • More than 20 years of financial services management experience
  • Member, National Institute of Certified Estate Planners with curriculum completion in:
    • Grantor Trusts
    • Charitable Gifting
    • Fraudulent Conveyance and Ownership
    • Pass Through Technology
    • Solving IRS Problems
    • Medicaid Planning
    • Advanced Insurance Concepts
    • Tax Savings Strategies
    • Tort & Contract Law
    • Taxation & Cash Flow
  • Former Member of the Chesterfield Jaycees and the James River Lions Club
  • Co-host of the weekly radio show “Preserve Your Money” on WRVA 1140 AM news radio
  • Resident of Chesterfield County since 1971 with his wife, Susan, and their two sons

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Commonwealth Estate Planning Group, Inc.
4025 Bushlake Place
Glen Allen, VA 23060

(804) 270-1964 - phone
(804) 270-5934 - fax