Gaddis Premier Wealth Advisors (GPWA) is pleased to announce Leah Anne Brooks has joined the firm as a Partner and Wealth Advisor in the firm’s Durant office. In her position as Wealth Advisor, Brooks will provide advisory service to GPWA clients in Durant and the surrounding service area.
With almost 30 years of professional experience, including 15 years in the financial services industry, Brooks brings a wealth knowledge and service experience to GPWA. She holds industry designations, including: Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®) and Behavioral Financial Advisor (BFA).
Prior to joining GPWA, Brooks gained 15 years of experience in health care and non-profit administration in Southern California, focusing primarily on business and financial issues. From there, Brooks and her family relocated to Durant, Oklahoma and she joined Edward Jones as a financial advisor, based in Denison, Texas. Three years later, she joined Landmark Bank of Oklahoma where she gained six years of experience as a financial officer. Based on this experience, in 2017, Brooks founded her own independent financial services firm, Texoma Wealth Management in Durant, which she owned and managed before joining GPWA.
“We are pleased to have Leah Anne Brooks join the GPWA firm and family and we know her knowledge, client service experience and entrepreneurial spirit will be of great value as we continue to grow and expand the firm in markets in Oklahoma and Texas,” Derek Hines, GPWA managing director said.
Brooks earned Bachelor of Science in Business Administration from Cameron University in Lawton, Oklahoma and an MBA (Master of Business Administration) from Southeastern Oklahoma State University in Durant, Oklahoma.
Active in the community, Brooks service includes: Board of Directors for Partners in Education Foundation; Chairwoman of the Board of Directors, Wesley Foundation at Southeastern Oklahoma State University; Durant Rotary Club membership and past president; and J127 Ministry of Durant board membership.
An Oklahoma native, Brooks is married and she and her husband, Alan, have two grown children, Alysia and Alex and two grandchildren, Isabelle and Lucas. She is an active member of Community Christian Church in Durant.
About Gaddis Premier Wealth Advisors
GPWA is a regional wealth management firm with offices in in Oklahoma and Texas. The firm was formed in June 2022 through the merger of Gaddis & Gaddis Wealth Management (GGWM), based In Ada, Oklahoma and Premier Investment Advisors (PIA), based in Denison, Texas. GPWA wealth advisors have more than 100 years of combined experience with personal certifications that include: a Certified Public Accountant (CPA), a Certified Financial Planning Professional (CFP®), Accredited Investment Fiduciary (AIF®) designations and other professional licenses.
GPWA maintains full-service offices in Ada and Durant, Oklahoma; satellite offices in Oklahoma City, Ardmore and McAlester, Oklahoma; and Denison, Texas. As an independent SEC-registered investment advisor (RIA), GPWA utilizes Charles Schwab & Co., Inc. as the custodian for client investments. The firm’s website is: www.gaddispremier.com