Brooke joined our team in 2026 as a financial analyst and marketing assistant, helping provide exceptional quality service to our clients.

She was born and raised in Hawai’i, on the island of O’ahu, where she spent her time snorkeling, hiking, and enjoying the sun. Brooke decided to leave the sunny, tropical weather to pursue her undergraduate degree in Finance with a minor in Global Business at University of Portland. Throughout her college experience, she was involved with their Hawai’i club, worked at her university gym, gained experience in the financial world through a few internships, and received her Oregon Life and Health Insurance Producer license. After 4 years, she finished her degree in the Spring of 2026.

Shortly after she graduated, she started working here at Advanced Wealth Management. Brooke is excited to step into this new chapter and learn more about financial planning and wealth management, where she wishes to make an impact on people’s lives one day.

In her free time, she enjoys spending time with friends, going to farmers’ markets, running outside, and finding new books to read to hopefully find the time to eventually read them!