Favorite Quote
"The two most important days in your life are the day you are born and the day you find out why."
-Mark Twain
FINRA BrokerCheck
Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheckBrook Anderson
CFP®, CPA
Mr. Anderson received a Bachelor of Science in Civil Engineering from Washington State University and was awarded his Masters in Business Administration from Seattle University.
He became a CERTIFIED FINANCIAL PLANNERTM practitioner in 2020 in addition to obtaining his Certified Public Accountant (CPA) license in 2005. In 1997 he received his Professional Engineering (PE) license which is currently in retired status.
My working career has been diverse and fulfilling. I started my professional career as a Hydraulic Design and Consulting Engineer. After completing my MBA, I made a pivot into corporate finance, where I spent most of my time in mergers and acquisitions and running corporate finance divisions. After nearly 20 years in the corporate world, I transitioned into wealth management. I have loved being an advisor to my clients as life is about relationships. Helping others achieve their hopes and dreams has been the most fulfilling role I have had the pleasure of holding.
I live in Kirkland, Washington with my wife of 3 decades. I have two amazing kids, a son and daughter; my family continues to be my greatest joy. Competitive swimming took my son to Texas for college. After graduating in 2020 in Finance he currently works as a Securities trader in Dallas, TX. My daughter double majored in both Marketing and MIS, and works in Seattle in retail store construction consulting.
Giving back is a core value of mine. I serve on my Church's Stewardship and Operations Committee overseeing the organizations finances. Additionally, I'm a member of the Forest Ridge Girls school board sub-committee which oversees the schools endowment. Lastly, I regularly volunteer at the Woodinville Store House Food Bank. In my free time I love to ski, hike, bike except Saturdays in the fall where I become a college football junkie. Go Cougs!
Today I serve Cutler as Chief Operating Officer and Financial Advisor. I am super excited to be part of this amazing team!
Favorite Quote
"The two most important days in your life are the day you are born and the day you find out why."
-Mark Twain
My Services
Today’s Financial Advisors should provide fiduciary advice that is appropriate for each individual client. No two individuals are the same. Our experienced team can help you identify your goals, and we have the tools to help you achieve them. Whether building a Financial Plan, identifying a low-cost investment solution, talking with you about socially responsible investments, or looking for income, we work with you to identify your needs. Cutler provides portfolio solutions for individuals, foundations, endowments, and corporations.
