As Client Service Director Brooke combines her years of industry experience 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. Outside of work, she enjoys spending time with her family and friends, traveling, exercising, trying new recipes, and exploring San Diego.

Series 65 – Uniform Investment Adviser Law Exam