About our team

Brooke works hard and efficiently to assist clients with their financial planning to recognize and achieve their goals so they can enjoy their life into retirement. She works closely with clients to develop a customized wealth plan based on the needs of each household.

Brooke used her degree in horticulture to successfully run a landscaping business for the first 10 years of her professional career. With a successful foundation as a business owner, Brooke was able to transition seamlessly into the financial industry with a thorough understanding of customer service and individual client needs. She began her financial career in 2014 with M&T Bank before transitioning into financial services in 2017. Brooke has successfully passed the Series 7 and 66 licensing exams and holds the Maryland life, accident, health and annuity certification. More recently she has earned the Certified Plan Fiduciary Advisor (CPFA) designation.

Born and raised in western Maryland, Brooke moved to Baltimore City in 2001 and now lives in the Baltimore suburbs with her two sons. In her free time, she enjoys spending time in the outdoors camping, kayaking and gardening.