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Brook T. Langston

Helping Financial Professionals Serve Clients Not Ready for Advanced Financial Planning and Advisory Services

Brook T. Langston is an expert in providing Financial Advisors, CPAs, CFPs, and Financial Coaches with a scalable planning platform aimed at the underserved mid-market and mass affluent markets. Offering services like digital onboarding, foundational financial planning, subscription-based planning, and financial wellness services for employers, Brook focuses on delivering financial wellness to employers, clients, and prospects. Savology, a platform Brook works with, helps financial professionals access and succeed in underserved markets by offering foundational planning to the middle market and financial wellness through employers. Testimonials praise Savology for adding value, supporting literacy goals, and facilitating deeper conversations. Brook's background includes significant experience in growing a seven-figure manufacturing company and consulting for small business startups since 2018. Educated at California State University - East Bay, Brook has held roles at Savology and Paramount Accounting & Tax as EVP Marketing & Sales. In his free time, Brook enjoys snowboarding, mountain biking, surfing, playing tennis, and camping.

Brook T. Langston
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Location

Salt Lake City, Utah, United States