St George, Utah Office
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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.
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Through EP Wealth Advisors, Brooke considers it a great honor to help clients take advantage of planning opportunities that can maximize assets and help them reach their goals. Brooke has nearly a decade of experience, including roles as Personal Financial Planner and Wealth Advisor at Vantage Advisors, LLC and Senior Tax Accountant & Advisor at UHY Advisors MI, Inc.
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Brooke earned her B.S. in Accounting from Oakland University.
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Brooke is the mom of three little gentlemen. She and her husband coach competitive youth volleyball, and she enjoys every chance to be outdoors and spend time with her family.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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