Brooke has a passion for helping people and working with families to help see that their financial goals become reality. Previously, she worked for Melvin Financial as director of marketing and for Vanguard as an account transition specialist. Brooke has passed the Series 7, 63 and 66 securities exams and holds her life and health insurance licenses. She has a Bachelor of Science degree with a concentration in business marketing from the University of North Carolina Wilmington.
Brooke volunteers with Thompson Children’s Services and Friendship Trays. She lives on Lake Wylie with her husband, Justin, and their two young children, Jackson and Blair. In addition to spending time with family and friends on the lake and down on the coast, Brooke enjoys running, reading, yoga and travel.
