As Operations Lead, Brooke handles our group’s day-to-day operations with professionalism and care. With years of experience on our team, she applies her deep knowledge of our clients’ needs and preferences to our financial planning services to facilitate scheduling, prepare meeting materials, and execute on meeting follow-up.
Brooke provides a client experience that brings comfort and ease into clients’ lives. Whenever a client has a request or need, they become a top priority for Brooke. She asks questions, seeks to understand any urgency and communicates what they can expect from her and our team. She looks for ways to get ahead of potential issues and always follows up to ensure a successful outcome. She enjoys getting to know our clients and finding commonalities. “I always try to touch on some aspect of their life, whether it’s about a new grandchild or hearing about their hobbies,” Brooke says.
In addition to her client-facing duties, Brooke takes pride in being our resident green thumb. She’s responsible for keeping our 76 (and counting!) office plants thriving.
Brooke joined our team in 2020. “I was ready to make a career change, and my interest was piqued, having spent the previous few years developing my own financial literacy,” Brooke says. “My good friend, Alli, suggested I apply for her job since she was leaving. On our team, we joke that my predecessor hand-picked me. Alli also trained me personally.”
Previously, Brooke spent 10 years as a store manager and regional trainer for lululemon, managing teams, inventory, marketing strategy and operations. She graduated from San Diego State University with a bachelor’s degree in communications.
Brooke was born and raised in Irvine, California, and moved to New Orleans in 2012. She lives in the Mid-City neighborhood with her cat, Kitty. In her free time, she enjoys reading, hunting for the perfect treasure at estate sales, and traveling to cities rich in history.
Q&A: Personally speaking
- Q. What is your favorite kind of trip? Why?
Exploring historic cities on foot. I’ll often walk 10 or more miles a day. I love to see the mix of old and new architecture and learn how a city evolved to become its modern-day version. A few of my favorites are London, Edinburgh and Munich. - Q. If you weren’t doing what you do today, what other job would you have?
I would be a professional plant stylist. I have more than 60 houseplants at home. They’re living, breathing art in my house! I enjoy learning about the care and attention required for each plant. My favorite plant is the manjula pothos. - Q. If you could spend a week anywhere in the world, where would it be?
Island hopping the Cyclades Islands in Greece