Hi. 👋
I’m Brooks Palmer.

My fascination with markets started early—first with lemonade stands in the driveway (turns out, demand is elastic when you raise prices on a hot day), and later with opening a Roth IRA in high school after saving up from summer jobs. I’ve always been drawn to how prices reflect a blend of expectations, emotions, and stories about the future.

I grew up in North Carolina and attended the University of North Carolina at Chapel Hill, where I played basketball under Coach Hubert Davis—where the value of preparation, humility, and living fully in the present became abundantly clear. I began my career soon after as an investment professional, and quickly found myself both fascinated and frustrated by the amount of jargon and chatter in the industry. Why did so many portfolio managers, advisors, consultants, and financial media make it sound so complicated? There had to be a simpler way for Joe and Sally down the street to invest and win, too. That belief is what led me to Root.

I felt called to extend my impact more directly to individuals making one of life’s biggest decisions: who to trust as their financial guide. I love getting to know our clients and understanding what drives them. Every situation is unique, but my role is always the same—to make their investment plan clear, purposeful, and aligned with what matters most.

Outside of work, you’ll find me on a basketball court several nights a week, or enjoying skiing, pickleball, and all the incredible food Austin has to offer. I’m an avid reader of biographies, self-help, and financial history—much to my girlfriend’s dismay! My favorite questions to ask are: “Are your best days ahead of you or behind you?” and “Are you playing to play, or playing to win?”