Brooke Wadsworth, CPA, PFS™

Vice President, Advisor

St George, Utah

Contact Brooke

Brooke helps clients identify planning opportunities that support long-term goals and financial confidence. She serves families with coordinated guidance across retirement, tax awareness, and legacy priorities. She values education as the foundation for good decisions.
Brooke is a Certified Public Accountant and holds the Personal Financial Specialist credential. She brings nearly a decade of experience in wealth planning and tax advisory work. She earned a B.S. in Accounting from Oakland University.
Brooke’s approach is analytical, practical, and client centered. She translates complexity into clear options and helps clients take advantage of planning opportunities. She believes informed decisions create momentum and reduce stress.
Brooke and her husband coach competitive youth volleyball and enjoy outdoor time as a family. She is a mother of three boys and values busy, active weekends together.