Brooke Martin

Client Relationship Associate

Central Coast, California

Brooke Martin is passionate about helping people feel more confident and comfortable when it comes to their finances. She strives to build strong, trusting relationships with clients, creating a positive and supportive experience around financial matters.
Brooke began her journey in financial services as an intern at a small firm during her senior year at Cal Poly SLO, where she assisted with paperwork, filing and client problem-solving. With a background in customer service since age 18, she brings a natural ability to connect with clients and foster meaningful relationships.
Brooke graduated from California Polytechnic State University, San Luis Obispo, with a Bachelor's degree in Agricultural Business in June 2025. While completing her degree, she balanced her coursework with three jobs, demonstrating her strong work ethic and dedication.
Outside of work, Brooke enjoys staying active through running and going to the gym. She finds peace by the beach with her boyfriend and loved ones and loves spending time in the kitchen baking her favorite treat—banana bread.