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About Us
Joseph Ward, CFP®
Terry Salak Insurance Specialist
Terry Salak Insurance Specialist
Joe Ward, CFP®, has nearly 30 years of experience in financial planning. He simplifies investments, insurance, and estate strategies to secure your future. Partner with us for personalized, transparent financial solutions.
Terry Salak Insurance Specialist
Terry Salak Insurance Specialist
Terry Salak Insurance Specialist
Terry is our health benefits expert. She works with clients across the country creating plans to meet their insurance needs. With an extensive background in media sales and OSHA oversight. Her transition to insurance sales in 2019 bring diligence with personality.
Meet Our National Team
Kim Raimondo, CEO & Founder
Kim Raimondo, CEO & Founder
Kim Raimondo, CEO & Founder
Kim oversees operations, risk, and compliance with extensive legal expertise, guiding our strategic growth.
Bob Raimondo, CDO & Founder
Kim Raimondo, CEO & Founder
Kim Raimondo, CEO & Founder
Bob started as a practitioner, became a managing partner growing over $2B AUM, and now leads our firms growth with deep expertise.
Chris Coolidge, CIO
Kim Raimondo, CEO & Founder
Emma Raimondo, Compliance Associate
Chris brings global investment expertise, having managed over $17B in fixed income and earning top industry awards.
Emma Raimondo, Compliance Associate
Rich Mowrer Vice President, Investment Management Operations
Emma Raimondo, Compliance Associate
A summa cum laude graduate of ASU in English and Creative Writing, Emma brings a detail-oriented, analytical approach to our compliance operations, ensuring both precision and clarity in every project.
Rich Mowrer Vice President, Investment Management Operations
Rich Mowrer Vice President, Investment Management Operations
Rich Mowrer Vice President, Investment Management Operations
22 years of experience in portfolio and wealth management. He oversees daily trading and investment activities, drawing on his background managing $10 billion in fixed-income assets at BlackRock and providing strategic guidance at Fidelity. Rich holds a B.S. and an MBA in Finance from Drexel University.
Financial Disclosures
About Brookwood
Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/. Advisory Investments contain risk which may result in the loss of principal.
Insurance Insights
Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions. This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.
You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.
Tax & Legal Tips
Our advisors do not give legal or tax advice. You should always consult with a licensed professional in these areas concerning your financial plan. Our professionals may provide referrals but do not practice law nor prepare tax documents.