Elk Mountain Financial LLC

We offer comprehensive financial planning for all our clients. Our business has been locally owned and operated in the Colorado Rocky Mountain community for over 30 years. We understand that living in the high country comes with unique challenges, and we strive to help clients use their resources to live their best lives. Our Alamosa office serves the San Luis Valley and surrounding areas.

Our Mission

Our company believes that financial education can help people strive for the quality of life they want to achieve. We encourage people from all backgrounds to embrace their wealth management options in order to make informed decisions about their financial picture. Our goal is to educate our clients so that they feel knowledgeable and confident about their investments.

About Me- Samantha Brookes

Owner- Elk Mountain Financial Alamosa, LPL Registered Representative

Specialties:

Comprehensive Financial Planning
IRA/ROTH, 401k, Individual Investment Accounts, College Savings
Employer Rollovers
Business Retirement Plans
Fixed Income
Managed Portfolios

I grew up in Arvada, Colorado and my family spent much of our free time exploring the outdoors. After graduating high school, I moved to Leadville, Colorado to pursue higher education at Colorado Mountain College. I enjoyed living in a small mountain town and the lifestyle that went with it, and eventually decided to take steps toward building my career path so I could continue doing things I love.

At that point, I like to say that my finance career found me. When I came into the Leadville financial planning office to start my own personal retirement account, I met a wonderful group of professionals who were in the business of planning and helping people prepare for their futures. After talking with them about my personal and career goals, they invited me to be a part of their team. My specialty is working with people using a focus on behavioral finance to make sure people feel confident and informed about their investments. In early 2020, our Alamosa representative announced his retirement. We began the process of transitioning the business, and I officially stepped into my current position in July of 2021.

I still have the adventurous spirit from my upbringing, so in my free time I enjoy exploring, traveling, cooking new foods, and seeing new sights. I can often be found hiking with my yellow lab, Zoe. My excursions have taken me across the U.S. and have included various trips overseas. I plan to continue exploring and am passionate about helping others along the way.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.