Broker Check

The Brookshire Garside Group

Alan Brookshire, CFP®, QPFC

Director, Financial Advisor


Alan helps clients grow, protect and transition their wealth through a unique combination of the latest financial planning resources and community values such as honesty, clarity and compassion. He leads the construction of our teams investment strategies, vetting the most promising opportunities and creating the appropriate allocation for each client.

With nearly 30 years of financial expertise, Alan has held positions with Merrill Lynch, UBS and Oppenheimer & Co., and as North Carolina State University’s Director of Accounting. He graduated from North Carolina State University with a B.A. in accounting.

A lifelong Asheville resident, Alan is dedicated to his community and its abundant natural resources. This passion for people and conservation led him to support and volunteer with organizations, including Young Life, Manna Food Bank and the Coastal Conservation Association. An avid outdoorsman, Alan spends his free time with his wife, Lisa, on their family farm in Hendersonville, NC, and enjoying the waters and forests of the Carolinas

Colton Brookshire

Financial Advisor in Training



Colton, a native of Asheville, recently joined the Baird family and the Brookshire Garside Wealth Management Group. Prior to joining Baird, he served as an account manager at an IT consulting firm, where he excelled in cultivating robust, trusted relationships. Colton brings a commitment of excellence to his role as he continues to evolve as an advisor. He aims to understand and address each clients unique needs, aspirations and challenges. Believing there is more to a financial plan than investment strategy, Colton intends to design a path that is reflective of each individual client. Colton will provide the team with a connection, and leadership, to the ever-evolving next generation. With his commitment to the community and a passion for outdoor activities such as fishing, cycling, and camping, Colton embodies the vibrant spirit of his hometown.


Julie Garside Willard, QPFC

Financial Advisor

(800) 522-4545

(828) 239-8781

Julie helps clients align their financial objectives with their life goals to grow and preserve their wealth for generations to come. She forges deep relationships to guide clients through life’s changes and select and implement a strategy reflective of their values and goals. With a passion for closing the gender gap in investing, she believes client education and advocacy are vital throughout the wealth management journey.

With more than 20 years of wealth management expertise, Julie previously worked at First Union, UBS and Oppenheimer & Co. She graduated from Appalachian State University with a B.S in communication.

Active in the Asheville community, Julie volunteers with Manna Food Bank and has served on several boards, including the NC Stage Company, the PTO Board of Claxton Elementary School, and the Asheville Affiliates. Together with her three children, Beau, Summer and Liv, and their golden retriever Ryder, she enjoys Asheville’s natural beauty through hiking, skiing, boating, tennis, golf and more.

Phyllis Jamison

Client Assistant

(828) 252-8900

Phyllis Jamison is a Client Service Associate who makes it her mission to see that all of our clients feel right at home. She also assists with administrative operations and scheduling, and overall ensures that the team is running as smoothly as possible. Phyllis became a Registered Financial Associate and worked at Merrill Lynch, and A.G. Edwards, prior to which she was a wire operator at Robinson-Humphrey. A devoted mother of two and grandmother of four, Phyllis is a firmly-rooted North Carolinian. When she is not helping you, she is enjoying this beautiful state and her family by hiking, camping, and going to the beach.

Shelly Patrick

Senior Client Specialist


Shelly started her career 25 years ago as a sales assistant with Hilliard Lyons. She is passionate about building client relationships, developing and refining best practices and truth be told...she loves a good spreadsheet.  Shelly will readily confim the most beloved part of her job are the clients.

Shelly lives in Asheville, NC, with her husband, David, and their daughter Claire is a senior at NC State University. She is an amateur photographer who enjoys capturing images  around Asheville, from the bustling downtown to the Blue Ridge Mountains. In her free time, Shelly loves to hike, read a good book and is always up to sampling  Asheville's culinary delights.