Brooklynn Chandler Willy, JD, CDFA™ is the President and Chief Executive Officer of Texas Financial Advisory. She has comprehensive knowledge of personal retirement issues as they apply to pre-retirees and retirees. She has been using this knowledge to help avoid common and sometimes irreversible financial mistakes. She spends hours with her clients helping them put together a 5, 10, 15+ year financial roadmap and assists in their estate planning document needs.
Brooklynn graduated from Baylor University with a Bachelor of Arts degree in Business Administration and Political Science and a minor in Spanish. She went on to earn her Juris Doctorate from St. Mary’s School of Law. She is currently a Certified Financial Planning candidate with Boston University.
With her legal background, she is able to provide a unique prospective when it comes to Financial and Estate planning. She strives to bullet proof her clients’ hard-earned nest egg and implement strategies to make sure that their money outpaces inflation and cost of living expenses. She believes that with so many investment and insurance products available today, it’s important to work with a financial professional like herself that has specific expertise in taxes, insurance and annuities.
Brooklynn is an approved member of the National Ethics Bureau, Better Business Bureau and the National Association of Fixed Annuities. She is a Million Dollar Round Table producer, High Performance Alumni (a Private Forum for High-Impact and High-Performance Business Leaders), and a member of the Stone Oak Business Association. She is not only active in the local community but in her home church, Oakwood Baptist Church of New Braunfels.
Brooklynn is originally from Beeville, Texas. She currently resides in the heart of the Texas Hill Country with her husband, Michael Willy, and her three children, daughter, Kaela Marie Willy, son, Coulter Hutchison Willy and son, Caden Willy. She loves spending time with her family as well as her pets – 3 dogs, 2 cats, and all the wildlife that comes with living in the country — white tail deer, axis, audads, fallows, foxes, raccoons, possums, etc. She continually strives to balance her family, faith, and career. It is not hard though because her clients have become an extension of her family and it is through God’s favor that her career has prospered and flourished.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at (210) 530-1292 today! You may also click here to request a complimentary strategy session to discuss your financial and retirement needs.
By contacting us you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser