Brooke’s drive to join the financial services industry was sparked when she was unable to find a wealth advisor for her own family.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: Brooke focuses on partnering with mid-to-late career professional women and couples navigating a personal or financial transition. She specializes in charitable and family gifting strategy, executive and senior leader compensation and benefits, post-transition financial strategy, and values-based planning.
Professional Designations: Certified Financial Planner™
Education: B.B.A., Business Administration and Economics, Saint Norbert College; M.B.A., Marquette University
Previous Work Highlights: Brooke joined Pegasus Partners in 2022—prior to Pegasus’ partnership with Lido in 2024—and served as a Wealth Advisor and a member of the Pegasus Partners’ Financial Planning Committee. Prior to Pegasus Partners, she was the Director of Financial Planning at Crescendo Wealth Management and a Wealth Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors). She began her career in commercial banking, working for M&I Bank and BMO Harris Bank.
Personal Facts: Brooke frequently speaks and leads workshops for women and children on financial literacy for Junior Achievement and Be Well Financially, LLC. She also serves on the Tempo Milwaukee Finance Committee and is an active member and volunteer of the Financial Planning Association of Wisconsin chapter.
