Brook serves as the Managing Principal of the Memphis office and Chief Wealth Strategist. In addition he serves on the Board of Directors of the firm. Brook designs and directs Diversified Trust’s wealth strategies offering which includes trust, estate, tax and business planning. Prior to joining Diversified Trust, Brook was a Director with Deloitte Tax LLP and served as the Southeast region leader of estate, gift, trust and charitable planning services for high net-worth families and closely held businesses. Prior to Deloitte, he practiced estate and tax law with a regional firm and worked with another international public accounting firm.
Brook graduated from the University of Mississippi with a Bachelor of Accountancy and a Juris Doctor. He is a member of the Tennessee Bar Association as well as the Mississippi Bar Association. He is also a member of the Tennessee Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Memphis Estate Planning Council. Additionally, Brook is a member of the Ducks Unlimited National Development Committee and the former Chair of the Christ Methodist Day School Board of Trustees.”