Brooke began her career in the financial services industry in 2003 and focuses on a comprehensive approach to wealth management. Brooke passed the Series 7, 9, 10 and 66 exams and holds health and life insurance licenses. She completed the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Wealth Manager designation. Brooke is a member of RBC Wealth Management’s Premier Council, and she was named to the 2021, 2022, 2023 and 2024 Forbes/SHOOK Best- In-State Wealth Advisor list and the 2021, 2022, 2023 and 2024 Forbes Top Women Wealth Advisors list in the U.S. Brooke also received the honor of being named a Woman Worth Watching by Diversity Journal Magazine.
After completing the extensive curriculum required, Brooke earned the CERTIFIED FINANCIAL PLANNER® certification. CFP® practitioners are dedicated to the highest level of professionalism and ethical standards. Through the intensive requirements, they gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments and retirement planning. These topics of study allow these practitioners to enhance their client relationships and add value toward helping clients achieve their financial objectives.
In addition to managing a successful financial advisory practice, Brooke also serves as the branch director for two offices in Princeton, New Jersey. She oversees 10 financial advisors and has helped to significantly grow RBC Wealth Management’s presence in the Princeton market.
Brooke is a past president of the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of WAFA is to recruit, retain and enhance the productivity of women financial advisors and branch directors at RBC Wealth Management. She is a graduate of Clemson University where she earned a Bachelor of Science degree in marketing. Brooke resides in Westfield, New Jersey, with her husband, Kevin, two children, Colin and Riley, and two labrador retrievers, Harley and Phil. In her spare time, she enjoys attending her children’s recreational activities, working out, traveling and playing golf.
