Brooke joined Pegasus Partners in 2022 and serves as a Wealth Advisor and a member of the Pegasus Partners’ Financial Planning Committee. She focuses on partnering with mid-to-late career professional women and couples. Brooke specializes in couple-friendly planning, executive and senior leader compensation and benefits, education funding, post-divorce financial strategy, and values-based planning.
Prior to Pegasus Partners, Brooke worked for eight years in the wealth management industry as the Director of Financial Planning at Crescendo Wealth Management and a Wealth Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors). She started her career in commercial banking and worked for M&I Bank and BMO Harris Bank for eleven years working with business owners, non-profits, and large institutions as a Senior Vice President/Director of Commercial Banking.
Brooke has a BBA in Business Administration and Economics from Saint Norbert College and received her MBA from Marquette University. She also holds her Certified Financial Planner™ designation.
Brooke serves on the Tempo Milwaukee Finance Committee and is an active member and volunteer of the Financial Planning Association of Wisconsin chapter. She frequently speaks and leads workshops for women and children on financial literacy as a volunteer for organizations like Junior Achievement and through her speaking business Be Financially Well LLC. Brooke and her husband Jeremy have two children and they enjoy walking and hiking with their Cockapoo Zoey, time at the lake, music, and reading.