Helping people pursue their goals and aspirations is Brooke's inspiration. Whether a client is just starting out and is charting their investment journey, or transitioning to a new phase of life, or a seasoned investor ready to head into retirement but looking to firm up their plans, she helps educate them about their options and guide them through the planning and investing process. Using her experience to help clients identify strategies for their goals is her passion. She's honed her process for providing financial advice over 20 years in the industry, watching investors and their families grow and change. During that time, she has deepened her knowledge and kept on top of industry changes by obtaining Accredited Wealth Management Advisor SM designation.