Brooke manages client relationships and guides the strategic direction of the advisory team. She plays an integral role in shaping the client experience, delivering forward-thinking, personalized financial strategies for individuals, families, and non-profit clients.
Brooke leverages deep technical expertise and a client-first mindset to develop innovative, comprehensive solutions. Her leadership and impact have been recognized by Forbes, naming her to both “America’s Top Next-Generation Wealth Advisors” and “Best-in-State Top Women Wealth Advisors.”
With more than a decade of experience in financial services, Brooke has held roles at Twin Brook Capital Partners and Morgan Stanley in Chicago. She graduated magna cum laude and a two sport athlete from Lake Forest College with a Bachelor of Arts in Economics.
Brooke is actively engaged in her community, serving on the finance committee of the Women’s Foundation and the professional advisory committee of the Denver Scholarship Foundation.
On a Personal Note
A fifth-generation Colorado native, Brooke brings the same competitive spirit she applies professionally to her personal life – whether on the golf course, platform tennis court, or the slopes with her husband. When she’s not outdoors, she enjoys time on her yoga mat, keeping up with personal finance podcasts, or chasing after her toddler.
