Throughout her corporate career Brooke longed to work one-on-one for the benefit of individuals and families. After personal experience with financial planning and coaching through “Engagement Encounter Ministry” she became inspired to provide these services for others. With a business background, CPA expertise, and season as a full-time parent, Brooke has a unique appreciation for her clients’ varied perspectives and ambitions.
Brooke is a PERSONAL FINANCIAL SPECIALIST, a distinguished designation received from the American Institute of Certified Public Accountants. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Both credentials require rigorous examination and experiential requirements. Brooke earned her CPA license in 1984 while working for Deloitte, Haskins, and Sells (now Deloitte and Touche), one of the Big 4 accounting firms. During her time at Nissan Motor Corporation in USA, Brooke worked in a variety of capacities from Internal Auditing and Finance, Executive Projects Team, to Creative Advertising Manager. She also served on the Board of Directors of the Nissan Federal Credit Union. Brooke earned her degree in Business and Accounting from Pepperdine University in 1981.
Brooke and her family live in the Edna Valley wine growing region near San Luis Obispo on the California Central Coast. She is an avid reader, community volunteer, equestrian, and lover of all animals.