As a Wealth Management Assistant, Brooke supports the advisory team in the preparation and delivery of financial planning services. She assists with gathering and organizing client information, providing support in preparing planning-related materials, and helping ensure a smooth and efficient planning process. Brooke also supports case management and client service efforts, helping to coordinate various aspects of the planning process. Through her work, she gains hands-on experience observing investment planning, retirement strategies, and client service, while contributing in a support role to the firm’s commitment to providing thoughtful, personalized guidance.
Currently a student at the University of Delaware, Brooke is studying Financial Planning and Wealth Management with the goal of becoming a Financial Planner.
Outside of school, Brooke enjoys staying active by running and spending time outdoors, especially in the sunshine. She also loves cooking and spending time with her family and friends, and enjoys relaxing trips to the beach whenever she can.