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James Kyle Brooker CFP®

James Kyle Brooker CFP®

Wealth Management Advisor & Partner

+1 (770) 612-4668

Kyle is a proud native of Atlanta and graduated from Coles College of Business in 2011. He began his career as an intern at Northwestern Mutual and has been with the company for over 13 years. Kyle has a passion for helping his clients gain financial independence and prosperity through proactive planning.

Aside from his work, Kyle enjoys spending time with his friends and family outdoors, especially on the lake or by the pool. He is also a big soccer and Atlanta United fan and has had season tickets since day one. Kyle is married to his beautiful wife Shelsey, and they have two rescue dogs that they love!

Kyle started his financial services career in 2011 as an intern in college.  After being a solo advisor for his first 13 years, he realized that he would have a greater impact on his clients by joining a team.  It was only natural to partner with Anchor Financial Partners in 2024 since he was mentored by Josh Eisenberg, Frank Conner, and Andrew Runnion throughout his career.  They shared the same values and planning philosophy, so it was a perfect fit.  He came on board in April 2024 as a Partner and Wealth Management Advisor.  That same month he also earned his CERTIFIED FINANCIAL PLANNER® certification. Kyle especially enjoys working with business owners and clients at or near retirement that need a tactical distribution plan.
 
Kyle is married to Shelsey, and they have two rescue dogs that they love to be with. He graduated from Kennesaw State University in the fall of 2011.  He and his wife love to travel and be outdoors with their dogs, family, and friends. He was born and raised in Atlanta so is an avid Atlanta sports fan, especially Atlanta United where he goes to almost every game with Josh Eisenberg and other friends.  He also enjoys cooking and trying new cuisines whenever possible.