About Brooke
Brooke works with business owners and clients transitioning into retirement and is also an integral part of the firm’s Women’s Practice. Brooke leverages both her sophisticated technical skills and passion for building relationships in her work with clients. She serves her clients with insight, integrity, and experience. She focuses on educating clients and creating strategies so they can feel confident in the management of their financial matters.
A California native, Brooke was born and raised in San Jose before relocating south to San Diego, where she fell in love with the region’s vibrant nature and outdoorsy lifestyle. In her spare time Brooke enjoys running, trail-hiking, and globe-trotting with her husband Paul and two young sons.
Education and Professional Milestones
-An active part of the Investment Committee and Advisory Board at Focus Partners Wealth
Brooke works with business owners and clients transitioning into retirement and is also an integral part of the firm’s Women’s Practice. Brooke leverages both her sophisticated technical skills and passion for building relationships in her work with clients. She serves her clients with insight, integrity, and experience. She focuses on educating clients and creating strategies so they can feel confident in the management of their financial matters.
A California native, Brooke was born and raised in San Jose before relocating south to San Diego, where she fell in love with the region’s vibrant nature and outdoorsy lifestyle. In her spare time Brooke enjoys running, trail-hiking, and globe-trotting with her husband Paul and two young sons.
Education and Professional Milestones
-An active part of the Investment Committee and Advisory Board at Focus Partners Wealth