Brooke Wadsworth, CPA, PFS™

Vice President, Advisor

St George, Utah

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Brooke helps individuals and families develop personalized financial strategies aligned with their long-term goals. She provides integrated guidance across tax planning, retirement, cash flow, risk management, and legacy planning. Her work helps clients navigate complex financial decisions with clarity and confidence.
Brooke’s approach is analytical, practical, and client-centered. She simplifies complex financial topics into clear, actionable strategies. She believes informed clients make better decisions and values education throughout every stage of planning. She brings a thoughtful, comprehensive perspective to each client relationship.
Brooke is a Certified Public Accountant and Personal Financial Specialist. She brings more than a decade of experience in wealth planning and tax advisory. She earned her degree in Accounting from Oakland University, graduating cum laude.
Brooke enjoys spending time with her husband and their four boys. Whether exploring the outdoors or keeping up with an active family schedule, she values making the most of time together.