• 500 West Madison Street, Suite 2700
    Chicago, IL 60661
  • Phone: (312)-630-0800
  • Fax: (312)-630-0833
 
 
 

Partners

 

 

Roger C. Brooks, CLU, ChFC

Partner, Schwartz Benefit Services, Inc.

phone: 864.558.0075
email: rbrooks@schwartzbrothers.com
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Roger Brooks is one of six partners in the second largest independent insurance firm in Chicago, Schwartz Benefit Services, Inc.

Roger has made a 36 year career serving clients.  He is nationally recognized as a leader in estate planning, philanthropic planning, wealth transfer strategies and executive benefits for affluent families and companies.

He is a member of the, by invitation only, Forum 400 (the top production association in the industry) and the Association for Advanced Life Underwriters.  He is currently one of eight producers on the Pacific Life's Advisory Council and has been on the Advisory Council for AXA and Sun Life.

Roger and his wife of 38 years, Patti, chose to move to Greenville, SC from Chapel Hill, NC to be closer to their three granddaughters and everything Greenville has to offer.

He is a member of the Downtown Rotary, the Greenville Chamber of Commerce, the Greenville Estate Planning Council, the SC Construction Financial Management Association.  Roger is also a member of Thornblade Country Club and the Pointsett Club.