Team Member

In her role as Private Wealth Advisor, Brooke brings over 25 years of experience in financial planning and wealth management.  Brooke specializes in helping her clients achieve their financial goals; from planning for retirement, to navigating the markets, to building a legacy and preserving intergenerational wealth. Brooke provides personal strategies tailored to each client’s unique needs. She holds both a CFP® (Certified Financial Planner)as well as a CTFA (Certified Trust and Fiduciary Advisor designations. Brooke is an avid equestrian, but most often she can be found on the sideline of her son’s soccer or basketball games.

Credentials/Designations:

• Certified Financial Planner®
• Certified Trust and Fiduciary Advisor®

Professional Experience:

• Private Wealth Advisor, Wick Capital Partners
• Senior Wealth Advisor, Mission Wealth
• Senior Wealth Advisor, Bryn Mawr Capital Management
• Managing Director, Mercer Advisors

Undergraduate Degree:

• BS International Business and Management Pennsylvania State University