As our planning support specialist, Brooke supports the Blue Heron Capital advisory team in accumulating and organizing clients’ information, 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. She’s an avid dog lover and 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.