Meet the Team

Dan Brooks , CFEd®, CLTC®

President & Founder

Dan entered the U.S. Navy’s Nuclear Power program after high school. Upon discharge, he purchased the family restaurant business, which he operated for seven years. After his father’s death, he discovered that his dad had lost a small fortune due to bad advice from a stockbroker.

Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida.

Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants.

The CERTIFIED FINANCIAL PLANNER™, CFP®, is a professional certification granted by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam.

For more information on Dan's professional history, click here.

Rebecka Ruud

Director of Operations

Rebecka is the Director of Operations at Xexis Private Wealth. Her passion to help others inspires her to best assist the clients of Xexis Private Wealth and their families. As Director of Operations, she oversees the firm's daily operations and coordinates client communication for the firm. Being able to provide clients with a fulfilling and gratifying retirement experience is what drives her passion for financial planning.

She is currently in her final year of pursuing her Bachelor's of Science degree in Finance from Florida State University. She strives to be an active member in her community, participating in academic, as well as professional & social, groups on campus.

A resident of the Winter Springs/Oviedo community, she likes to find local spots in her area to enjoy. When able, she loves to visit her family and friends in Sweden, her home country. In her spare time, she is an avid enjoyer of hiking, swimming, and spending time with her sweet kitty, Sophie.

Priscila “Pri” Cosentino

E.A.S.E. Planner Specialist

Priscila “Pri” Cosentino is a dynamic and accomplished Senior E.A.S.E. Planner with over decades of experience in financial management across diverse industries in Brazil and the United States, including advertising, events, and retail. For over a decade, she has been mentored by Dan Brooks, our President and Founder, refining her expertise in financial planning, wealth mindset, and strategic growth.

An alumna of the University of Central Florida (UCF), Pri holds an MBA in Neuroscience and Human Behavior from UniF, seamlessly integrating her deep understanding of emotional intelligence with financial strategies. Her expertise in wealth education, self-accountability, and business management provides clients with comprehensive and personalized planning solutions.

As an E.A.S.E specialist, Pri’s approach to financial planning is holistic and forward-thinking, combining technical expertise with insights into human behavior. Her dedication to client success is further reflected in her work as a published author, where she shares transformative insights to inspire others to reach their full potential. Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a diverse, global clientele, providing personalized solutions that align with their unique needs and aspirations.

Having worked closely with Dan Brooks, Pri embodies the highest standards of integrity and professionalism. Her decade-long mentorship has shaped her approach to creating strategies that not only help secure financial freedom but also foster lasting fulfillment.

Outside of her professional life, Pri is a passionate advocate for lifelong learning, fitness, and cultural exploration. She enjoys traveling, engaging in meaningful conversations about business, art, and faith, and is the proud dog mom to her beloved companions: Tish, Weiße, Pkna, and Traya.