Brooke Courtney

Client Service Associate

Brooke joins BRPW as a Client Service Associate where she will combine her previous experience and skills to better support BRPW advisors and their clients.  Prior to joining Ballast Rock Private Wealth, she spent almost five years working for a Chicago-based registered investment advisor that catered to high-net worth clients. She collaborated closely with her former colleagues to provide investment management and financial planning services to individuals, families, and foundations. 

Brooke is originally from Tucson, and now resides in San Diego. She is a graduate of The University of Alabama where she obtained a bachelor’s degree in Consumer Sciences with a concentration in Consumer Affairs in 2018 and a master’s degree in Consumer Sciences with a concentration in Family Financial Planning and Counseling in 2019. Brooke plans to obtain her Series 65 and additional designations to enhance her industry knowledge. Outside of work, she enjoys spending time with her family and friends, traveling, exercising, trying new recipes, and exploring San Diego.