Brooke brings a strong background in customer service, organization, and communication to her role as a paraplanner. She is currently pursuing a bachelorโs degree in finance and marketing and is passionate about building relationships and helping clients feel confident in their financial journey. Outside of work, Brooke enjoys traveling, listening to music, and attending concerts.
Education and Training
- Bachelorโs degree – Finance and Marketing; University of Wisconsin – Green Bay (In Progress)
