Boca Financial Services
(Florida branch of Midwest Investment Services)
Serving Clients across the United States
Offices located in Boca Raton, and East Peoria,
Karen L. Brooks
Karen brings over 20 years of experience in the financial services industry with New York Life. She is here to help service the needs of clients and is always a pleasure to talk to.
Courtney L. Brooks
Courtney is the newest team member and assists with client services.
Jonathon W. Aggen, CFF
Principal, Financial Advisor, & Insurance Broker
Jonathon holds a series 7, 66, Life, Health, Property, and Casualty licenses as well as the Certified Financial Fiduciary® designation. In addition, he holds a Bachelor's Degree from the University of Illinois, with MBA coursework from the University of Phoenix. He is here to serve as your advisor for wealth management, company benefits, as well as personal and commercial insurance products.
Weston G. Aggen
Weston is a graduate of Moody Bible Institute with a Bachelor's degree in Biblical studies. He is currently studying for his Life, Health, Property, and Casualty licenses and will be soon be a licensed agent for the agency.
Zachary J. Aggen
Zach has an Associate Degree from Illinois Central College in East Peoria, Illinois. He is currently studying for his Life, Health, Property, and Casualty Licenses and will be soon be a fully licensed agent working in the agency.