Client Advisor and Branch Manager
Brooke has been providing financial advice for the owners of closely held businesses and high net worth individuals since 1999. In her role as a Client Advisor, Brooke is responsible for introducing new and prospective clients to Mercer Advisors, managing client relationships, as well as overseeing the design and implementation of our client’s financial plans. She graduated from Pennsylvania State University with a dual degree in International Business and Management. She has been awarded the Certified Financial Planner™ designation and is also a Certified Trust Financial Advisor.