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The undisputed leader in legal fee tax deferral, Brook-Hollow promotes from within to guide
the next chapter of its innovation in the mass tort, class action, and personal injury markets.
(Pensacola, FL – April 5, 2022) Brook-Hollow Capital and Brook-Hollow Financial today announced the promotion of Tate Johnson to President, effective immediately. Tate recently served as Chief Operating Officer of both companies. Chief Financial Strategist, Joseph Pupel, along with Chief Business Development Officer, Adrienne Carter, will continue to work closely with Tate as Brook-Hollow leads the industry with innovative, safe, and secure legal fee tax deferral solutions.
“As Brook-Hollow continues to evolve, our clients have embraced our tax-deferral solutions and continue to ask for enhanced features and benefits to meet the unique needs of contingent fee attorneys,” said Tate Johnson, Brook-Hollow’s President and Chief Operating Officer. “In addition to the solutions we currently provide, our clients demand and deserve high-level, personalized service. A big part of our focus moving forward will be to develop more client touch points, better access to information, and new ways to bring unique solutions to the plaintiff attorney market. Every enhancement we’ve ever made has come directly from client suggestions and feedback.”
In announcing the new leadership, Brook-Hollow also recognizes the passing of colleague and friend Brian Michaels who succumbed to cancer last month. Brian was a smart, kind, and innovative attorney who was key to the development of Brook-Hollow’s pioneering solutions. Brian will be missed tremendously by all who knew him.
Brook-Hollow also acknowledges the departure of B.J. Etscheid who has stepped away to develop a new business. A visionary founder and leader, B.J. Etscheid stepped back from day-to-day operations with Brook-Hollow over the past year to pursue a new venture after relocating to Puerto Rico. Etscheid’s new business, Elevate Family Office, will focus on developing solutions that cater to the unique needs of high net-worth attorneys and other professionals in Puerto Rico and elsewhere. Partnering with Douglas Gerrard, a financial planning and insurance professional, Etscheid and Gerrard will provide a full array of personal financial service offerings ranging from asset management, estate planning, accounting, insurance, and other services designed to provide client-centric managed financial services. “I am so very proud of how far Brook-Hollow has come over the past 14 years, and I know Brook-Hollow’s clients are in great hands with Tate, Joe, and Adrienne at the helm,” Etscheid said.
“B.J.’s strengths align perfectly with this new venture. There’s nobody better at developing innovative financial solutions and delivering those solutions through deep, personal connections with clients,” Johnson said. “B.J.’s insight and experience say that contingent fee attorneys, particularly, are looking for a full scope financial team who understands the complex and unique nature of their business. I’m confident Etscheid and Gerrard will deliver just that.”
In keeping with regulatory requirements, all inquiries regarding Brook-Hollow’s legal fee tax deferral solutions should be directed to Tate Johnson (tate@brook-hollow.com) or Adrienne Carter (acarter@brook-hollow.com). B.J. Etscheid may be contacted at (bj@elevatefamilyoffice.com) or 312.933.6465.
About Brook-Hollow Capital and Brook-Hollow Financial:
Founded in 2007, Brook-Hollow Capital and Brook-Hollow Financial are pioneers and leaders in the legal fee tax deferral market catering to mass tort, class action, and personal injury lawyers. Brook-Hollow Financial serves as the U.S.-based sales and marketing agent for Kenmare Assignment Company Ltd., based in Dublin, Ireland. Kenmare is a single purpose, independent assignment company that accepts assignment of contingent legal fees for market investment to fund future payments to attorney beneficiaries. Kenmare is unaffected by the leadership changes at Brook-Hollow and will continue to deliver world class service to its attorney beneficiaries. Brook-Hollow Capital is a separate entity providing loans to contingent fee attorneys to help them manage the ebb and flow of contingent fee practice.
