MIKE BROOKS AND ASSOCIATES - Key Persons

Brent A. Gorter

Job Titles:
  • Associate
  • Financial Advisor
Brent provides personalized and comprehensive financial planning for his clients through his affiliation with Magnate Wealth Management and Capital Wealth Management. He attended Saint Xavier High School and graduated with a Bachelor of Business Administration of Finance from the University of Kentucky. As a Wealth Advisor, Brent specializes in wealth management and retirement planning strategies to help his clients accumulate, protect and maintain their quality of life in all stages. He has expertise involving investment management, estate and tax planning, insurance analysis, and assisting clients in the process of developing their comprehensive financial strategies. He has a strong personal commitment to his clients and will work diligently to help them achieve their goals. In his free time, Brent enjoys golfing, attending sporting events and spending time with his wife Lindsay and his little girls Ava Lenae, Jocelyn Marie and Ella Reese. Professional Designations Series 65 - Uniform Investment Adviser

Heather M. Hoffman

Job Titles:
  • Associate
  • Executive Assistant
Heather Hoffman joined Mike Brooks and Associates in April 2018 as an Executive Assistant. Heather is currently working toward her Associates Degree in finance. She enjoys and works diligently with clients to help give them the best experience at Mike Brooks and Associates. She has served in the Chamber of Commerce in Nelson County and The New Life Center. She enjoys reading, being outdoors and spending quality time with her family and friends.

J. Curry Nicholson

Job Titles:
  • Associate
  • Financial Advisor

Michael R. Brooks

Job Titles:
  • Associate
  • Financial Advisor
Mike Brooks began his career in the financial services industry in 1988. In 2006 he became an independent financial advisor and established Mike Brooks and Associates, Inc. in Bardstown, Kentucky. Mike holds a Bachelor of Arts degree in Accounting from Georgetown College and was a Certified Public Accountant for 32 years. As a Financial Advisor, Mike specializes in asset management and retirement planning strategies to help his clients accumulate, protect and maintain their quality of life in all stages. He assists his clients with investment management, estate & tax planning, insurance analysis and development of their overall financial strategies. Mike works diligently to help clients achieve their financial goals. In his free time he volunteers in the community with Meals from the Heart, Kiwanis Club, Junior Achievement and his church. Over the years he has served on several boards and committees, including the Chamber of Commerce, Bardstown-Nelson County Leadership Class of 1992, Nelson County Red Cross, Bardstown Foundation for Excellence in Public Education, the New Life Center and Nazareth Campus Services. He enjoys reading, golf and spending time with family & friends. Mike and his wife, Debbie, live in Bardstown and are the parents of Austin, Allen and Clayton Brooks. They also have 2 wonderful daughters-in-law and 3 grandchildren who they adore.

Valerie M. Downs

Job Titles:
  • Associate
  • Financial Advisor
Valerie Downs joined Mike Brooks and Associates in June 2006 as an independent financial investment advisor with Series 7 and Series 66 securities licenses. As a fiduciary, Val makes recommendations and offers solutions based on the best interest of her clients' needs and individual situations. Val enjoys helping her clients and appreciates the opportunity to get to know them personally. She assists them with retirement planning, investment management for savings, educational goals, legacy-planning, as well as offering insurance solutions including life, health, and Medicare. Giving back to the community has always been a priority for Val. She has served on many boards and committees in Bardstown and Nelson County, including St. Thomas Parish Finance Committee, President of Nelson County Library Board, Elizabethtown Community & Technical College Early Childhood Education Board, Rotary Club, Bardstown Foundation for Excellence in Education, Bardstown-Nelson County Chamber of Commerce, Bardstown-Nelson County Leadership Class, and past Treasurer and Board Member of CASA of Nelson County. When Val isn't helping her clients, she loves going to the beach and spending time with her family. She and her husband Joey live in Bardstown and have 3 grown, married children and 4 beautiful grandchildren who are adorable.