Brooke Wadsworth has been working in the financial services industry for more than half a decade. Prior to joining the EP Wealth Advisors team in 2022, Brooke was a Personal Financial Planner and Wealth Advisor at Vantage Advisors, LLC, following a role as Senior Tax Accountant at UHY Advisors MI, Inc. Brooke is a firm believer in Benjamin Franklin’s adage that, “An investment in knowledge pays the best interest.” She is a Certified Public Accountant who holds the Personal Financial Specialist credential—reserved for CPAs who have proven their expertise in financial planning by earning AICPA certifications in Estate Planning, Retirement Planning, Investment Planning, and Risk Management and Insurance Planning. She finds the most rewarding aspect of working in wealth management is celebrating the successes of her clients. She considers it a great honor to be given the opportunity to help clients build their own investments in knowledge by learning about planning opportunities that can maximize assets and help them reach their goals. Brooke is the mom of two little gentlemen who are her whole world. She and her husband coach competitive youth volleyball, and she enjoys every chance to be outdoors and spend time with her family.
Oakland University, B.S., Accounting