Meet the Team
Tripp LeFevre and Charles “Chick” Trakas both have long successful
careers in the financial services industry. While they have overlapping
skills, their distinct backgrounds make them stronger as a team.
From custom growth portfolios to risk management to tax and estate planning, they have a deep team of experts to help construct custom plans for each individual client.
Our goal is to help simplify complex financial decisions and align them with each client’s long-term priorities.
As part of this process, we may also evaluate strategies such as Roth IRA conversions where appropriate, always within the context of a client’s broader financial picture.
Why Choose Us
Our Journey to Helping You Thrive
Tripp LeFevre
Senior Wealth Advisor
Tripp is a 25-year veteran of the industry and a Senior Wealth Advisor with Brookwood Investment Group, LLC. Tripp has appeared on Fox, New England Cable News, and other national media outlets.
After graduating from Boston University in 1989, Tripp began his career in the financial services industry. He owned and operated an institutional trading company on the floor of the Boston Stock Exchange, served as a Research Specialist helping hedge funds with investment and trading strategies, and as Head Trader at a large successful Hedge Fund. Having worked with some of the most successful investors in the world, Tripp learned that they were less concerned with how much money they could make and more concerned with how much they could lose. He helped implement complex risk management plans so that, when markets didn’t behave as anticipated, they could “live to fight another day”. Through his experience, he has also developed a perspective on risk and opportunity and an approach to improving risk adjusted returns that is unique to most advisors that service individual investors.
Since transitioning away from the institutional trading world, Tripp has leveraged his experience and team of experts to help business owners and high net worth individuals implement tax reduction and financial risk management strategies to grow and protect their wealth. Tripp also uses many of these very same strategies to help those approaching, or already in, retirement understand their individual risks and implement plans that vastly improve their overall probability of meeting their retirement goals.
Charles “Chick” Trakas
Senior Wealth Advisor
Charles Trakas, President of Trakas Financial, LLC, a company providing Estate and Retirement Income Planning, is a Senior Wealth Advisor with
Brookwood Investment Group, RIA, and Founder of Proactive Tax Reductions, a team of advanced tax specialists dedicated to delivering holistic tax reduction planning strategies, for high-net-worth individuals and business owners. Charles and his experienced team at Brookwood Investment Group help clients find and implement strategies to maximize income, minimize taxes, prepare for rising healthcare costs, and maximize Social Security benefits.
Over the last 26 years, Charles has successfully helped his clients navigate their goals by accumulating, protecting, and transferring their wealth with tax efficient solutions. A lifelong entrepreneur ; financial coach, Charles is passionate about building strategic partnerships with CPAs, law firms, and insurance agencies that work with affluent and ultra-affluent individuals and families. Through our partnerships, we serve as your expert planning team, working collaboratively and focusing specifically on helping clients eliminate unnecessary taxes while protecting, preserving, and enhancing their wealth.
Chris Coolidge
Chief Investment officer
Chris Coolidge, a CFA® charterholder with 25 years of investment experience, is a seasoned portfolio and relationship manager at Brookwood Investment Group. Holding a B.S. in Finance from Drexel University, he has consistently delivered top-tier investment services to sophisticated clients. Chris’s expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry. Chris is an active member of the CFA Institute, the CFA Society of Philadelphia, and the Bond Club of Philadelphia, continually shaping the landscape of investment management.
Rich Mowrer
Senior Portfolio Manager & Director of Investment Management
Rich Mowrer brings a wealth of experience with over 22 years in portfolio management, trading, and wealth management to Brookwood, where he oversees daily trading and investment activities. Previously, he shaped fixed income strategies at BlackRock, managing assets up to $10 billion, and later provided strategic client guidance at Fidelity. Rich holds a B.S. and an MBA in Finance from Drexel University, along with FINRA Series 7, 63, and 65 licenses. Residing in West Chester, PA, with his family, Rich is deeply involved in his community, coaching youth sports, serving as the President of West Side Little League, and leading a non-profit foundation dedicated to cancer research and scholarship funding.
Want to work with us?
Let’s create a personalized financial plan that puts your goals within reach — starting today.
