Brooke Holden, V.P.

CFP®

Brooke received her Bachelor of Arts in Economics from Michigan State University and has served various roles in the financial services industry including a 403b representative, a paraplanner, and a financial planner, as well as back office experience in operations and client services at an RIA. Through her experience she developed a passion for helping clients understand their financial picture and reach their financial goals. Brooke is a CFP® practitioner, Series 65 licensed, and Life and Health Insurance licensed in Michigan.