Helping people navigate stressful situations and plan for their futures is what Brooke focuses on as a Senior Client Specialist. She enjoys working alongside the advisors to ensure clients receive excellent service by assisting with meeting preparation, account transactions, and paperwork.
Brooke graduated from Wright State University with a bachelor’s degree in financial management in 2017. Prior to joining the FWP Group in 2021, she was a Financial Planning Assistant. She has obtained her Series 7, Series 66, and Ohio Life, Health, and Accident insurance licenses. She also earned the Wealth Management Certified Professional (WMCP®) designation.
Brooke is originally from Washington Court House, Ohio and now lives in Springboro. When she is not working, she enjoys traveling, working out, and spending time with her friends and family.