January 23, 2024

In August 2021, Brook joined the KEB team. She currently serves as an Associate Wealth Advisor and her day to day responsibilities consist of aiding advisors, managing client portfolios, and contributing to advanced financial planning strategies. She spends most of her time covering topics such as retirement, estate planning, tax considerations, and risk management. Brook earned her bachelor’s degree in finance from the University of Louisiana at Lafayette. Outside of work, she aspires to master snow skiing, having found it more challenging but enjoyable over time. Additionally, Brook recently passed the Series 65 exam, to which we are all extremely proud!