Brooke is a Client Services Specialist who is passionate about providing direct support to the advisors and clients with a focus on enhancing each client’s personal experience.
Brooke recently completed her MBA and is excited about starting her career in the financial sector.
Outside of the office, Brooke enjoys spending time with family and friends, shopping, being in the sun, and traveling. She continues to add to her list of desired destinations and looks forward to making these a reality in the future.
Focus:
- Advisor Support
- Client Services
- Account processing and servicing
Education:
- B.S. Health Care Administration, minor in Business – Grand Canyon University
- M.B.A Master of Business Administration – Grand Canyon University
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