Brooke Wolverton, CFP®

Wealth advisor

Brooke’s interest in finance began during university as she personally navigated the financial industry looking for unbiased advice. Motivated by a desire to become the transparent and approachable source she was looking for, she decided to shift her studies to Personal Financial Planning and Psychology.

This switch resulted in Brooke reaching out to Jacobson & Schmitt Advisors for an internship position. After completing her internship, she obtained her CERTIFIED FINANCIAL PLANNER® certification and works today as a Wealth Advisor.

At JSA, she continues to put great value in transparency, tailoring planning to the unique needs of individuals and families, and putting money to work through investing. She is particularly interested in college planning, student loan planning, and discussing cash flow optimization.

Outside of work, Brooke enjoys reading, running, knitting, and spending time with her husband and dog in her home state of Utah.