Brooke Billman

Brooke Billman

Paraplanner

I work closely with a team of advisers to ensure our clients' financial needs are met. My key responsibilities include analyzing client data, preparing financial plans, handling account maintenance, and facilitating money movements. I enjoy engaging with clients, educating them on their options, and empowering them to make informed decisions to achieve their financial goals.

EDUCATION AND QUALIFICATIONS

BS, Finance with a minor in Financial Planning, Mount Vernon Nazarene University

PERSONAL INTERESTS

Spending time at home with my husband, Hunter
Baking, Cooking, Crocheting, and Gardening

COMMUNITY PARTICIPATION

Member of Southgate Church of Christ
Volunteering with co-workers at various local organizations

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