In her role as a paraplanner, Brooke supports the Blue Heron Capital advisory team in preparing and maintaining retirement plans, as well as keeping files up to date and accurate. Driven by her love for solving puzzles, crunching numbers, and piecing together details, she provides administrative support so that the Blue Heron Capital advisors can focus on serving client families.
In her spare time, Brooke loves reading, hiking, exploring our beautiful state, hosting elaborate themed dinner parties, and spending time with her family. Also an avid dog lover, she considers having fewer than 3 dogs in her home a problem to be corrected by adopting another. She is an enthusiastic supporter of rescues! You can often find a foster dog in her home that she is busily training and for which she’s networking to find a home.
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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