Helping people navigate stressful situations and plan for their futures is what Brooke focuses on as a client specialist. She’s there to help you with transactions, paperwork and account maintenance. As a team member, she also helps our advisors prepare for client meetings.
Brooke received her bachelor’s degree in business from Wright State University with a financial management focus. Prior to joining the Family Wealth Partners, she was a Financial Planning Assistant. She’s licensed in Series 7 and Ohio Life, Health and Accident Insurance. Additionally, Brooke is affiliated with South Dayton Young Professionals.
Outside of work, Brooke likes to spend time with family, friends, and her cat, Kitty! She also enjoys traveling and kayaking.