PCA Client Service
Brooke joined IWP with 3 years of experience in financial services and financial planning. Previously she worked at a firm helping advisors write and deliver financial plans as well as helping clients with retirement, tax, estate and education planning. Prior to that, she worked at Fidelity Investments in the brokerage division. She graduated from Colorado State University with a BA in Communication Studies and a minor in business administration. She also holds her Certified Financial Planner™ certification.