Brook is a Client Service Specialist bringing over five years of experience in financial services, including retirement planning, IRAs, trusts, and banking.
In her role, Brook partners closely with clients to provide thoughtful support and guidance throughout their financial journey. She takes pride in helping individuals feel confident and cared for as they plan for and transition into retirement, ensuring every detail is handled with precision and a personal touch.
Originally from Richfield, Wisconsin, Brook earned her Bachelor’s degree from the University of Wisconsin–Milwaukee, where she double-majored in Finance and Marketing. She joined Drake & Associates in 2025 and is thrilled to contribute to the firm’s mission of helping clients achieve financial peace of mind.
Outside the office, Brook enjoys traveling, exploring new restaurants, and spending time with her energetic three-year-old dog, Stella.