Brooke joined the Retirement Plan Advisors team in 2002. As a financial advisor, Brooke and her team work with plan sponsors to provide retirement plan consulting. In addition, Brooke has a passion for working with retirement plan participants to provide an exceptional education and communication experience to help confirm their retirement readiness. Brooke brings 20+ years of banking and financial experience to the team, as well as exceptional communication skills and unparalleled enthusiasm.
As part of the Retirement Plan Advisors team, Brooke provides independent investment consulting services and is an ERISA 3(21)(A)(ii) and 3(38) fiduciary. She provides platform reviews, assisting with request for proposals when necessary. Brooke helps with retirement plan designs, plan governance and fiduciary filing. She also assists with participant education and communications.
Brooke has a Bachelor of Arts degree in organizational communications from the University of Montana, and passed the Series 7, 65 and 66 securities exams. She is an active volunteer with Hospice, Inland NW Land Conservatory and Morningstar Boys Ranch.
Brooke is an avid runner, enjoys playing tennis and serves as an active volunteer within our community. Brooke enjoys spending time with her husband, young son and golden retriever, Wallace.