as Vice President and Director of Financial Planning Services
April 1, 2025
FOR IMMEDIATE RELEASE
Contact: Sarah Perlman,
sarah@silverbrookmarketing.com
864-884-0510
TAMPA, FL – Brooke Holden joins Advanced Strategies Group (ASG) today as Vice President and Director of Financial Planning Services. A highly respected and skilled financial planner, she brings more than six years of expertise and leadership to the role. She is a CFP® practitioner, Series 65 licensed, and Life and Health Insurance licensed in Michigan.
Jeff Acheson, founder of ASG, says “Brooke’s track record of going above and beyond for her clients is a major reason for our interest in her. Her attention to detail, work ethic, and history of excellence in the financial planning space are indicators of the value she will bring to ASG’s current and future clients.”
Holden received her Bachelor of Arts in Economics from Michigan State University and has been in the financial services industry since 2019.
“I am excited to join the ASG team and look forward to bringing my passion for helping clients understand their financial picture and reaching their financial goals,” says Holden.
About ASG: Advanced Strategies Group is a trusted authority in financial and retirement planning, wealth management, and tax mitigation strategies for law firms, lawyers, lobbyists, and other select client profiles. For law firms, the team helps clients reimagine how their organization recruits, rewards, and retains top talent while enhancing their financial futures. For lawyers and lobbyists, ASG’s primary focus is on protecting their income, assets, and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority, helping them answer a critical question: “What’s Your Plan for Financial Independence?”sm