Our Team

Scott Brooks, MBA, CFP®

Scott Brooks created the first version of  Annuity Resources in 2010. He has worked in the financial services industry since 1998. Initially, he started working for Edward Jones Investments in Carlsbad, CA, just two years after graduating from The University of Texas @ Austin with a finance degree.

After two beautiful years in San Diego, Scott returned to Texas to work at Bank United Securities in Plano, TX. When Washington Mutual acquired the bank in 2000, he left and worked with Fidelity Investments. For the next 5 years, Scott would work with thousands of Fortune 1000 employees.

He helped job changers and retirees decide what to do with their 401(k) after leaving their employer.

While working at Fidelity, Scott completed an MBA from the University of Dallas. The emphasis was on financial services.

In 2005, Scott passed the CFP® exam. In late 2005, Scott moved back to Houston to be closer to family. He planned on setting up his financial planning practice but put this on hold due to his father's unexpected passing. Scott spent the next seven months closing his father's law practice.

In 2006, He worked at Comerica Wealth & Institutional Management in Houston. Scott worked out of the One Shell building in Downtown Houston and worked with the wealthier clients of Comercia Bank.  Scott worked for Comerica Bank for around 12 months, but his heart was set on being an entrepreneur.

In 2007, Scott designed a 401(k) rollover training program to educate financial advisors. From 2007-2010, Scott trained over 7,500 financial advisors and insurance agents through training and communication.

Annuity Resources was born in 2010 and has been Scott's focus since. From 2010-2020, Annuity Resources operated as a referral-based organization. We connected consumers interested in annuity information with insurance agents in their area. From 2010-2024, around 2,900 insurance agencies and financial advisory firms worked with Scott directly.

In February 2020, Scott decided to add the second phase of Annuity Resources and become a national insurance agency. His vision was to have his company focus on helping consumers with the "simple" annuities and have his network of insurance agents and advisors help consumers with index, variable, and structured annuities.

Scott played tennis for over 15 years and reached a USTA ranking of 4.5 before retiring due to knee issues. He has traveled to over 33 countries and enjoys spending time with his family.

Scott has meditated daily for over 2,400 days in a row. He believes entrepreneurs should develop a meditation practice to help deal with the stress of being self-employed. Scott lives in Houston, Texas, with his family.

Bryan Brooks

Bryan has worked with Annuity Resources since 2013. Bryan holds an undergraduate degree in business from the University of Houston. He worked in Oil & Gas for 12 years before working with Scott in 2013.

Bryan helped support engineers at Bechtel and ConocoPhillips in their Houston location.

Bryan ended his corporate career to help raise his daughter Avery and spend time with her while she was young.

Bryan helps manage the IT infrastructure for our organization and enjoys speaking with consumers when he can.  He was the primary contact for our insurance agents and advisor clients over the years and enjoys helping people.

Bryan lives in Katy, Texas, with his family. He enjoys spending time with his daughter and studying the financial markets.

Pam

Pam has worked with Annuity Resources since 2015. Pam works remotely and enjoys traveling.

Pam worked as a registered nurse and was with the operations department of Western Union before working with Scott.

Peachy

Peachy has worked with Annuity Resources since 2015. She helps support our back-office processing.

Peachy is a night owl and is one of the smartest employees on his team. She is naturally an introvert and thrives on her ability to work independently.

Cossy 

Cossy has worked with Annuity Resources since 2019. She has a background in telecommunications, manufacturing, and the food/beverage industries. She helps with back-office processing for our clients.

Insurance Processing Partners 

1. Crump.  Crump is a leading third-party distributor and service provider of insurance and retirement products. Crump has around 700 employees and helps insurance agencies like ourselves process and manage annuity applications. They trace their roots back to 1920 and are a part of Truist Insurance Holdings, Inc.
2. Amerilife.  Amerilife is a service provider that helps us process our application for some of the insurance companies we represent. They are a leader in developing, marketing, and distributing annuities. Amerilife also has over 700 employees who help us process and manage annuity applications for our customers.

Call Center - We have partnered with a call center on the West Coast since 2012. They have been the ones who answered our radio and TV calls over the years. When customers request quotes on our site, they will contact consumers to verify the information before passing it on to insurance agencies in our network.