Cpa/Pfs Brooke Wadsworth

Brooke Wadsworth is a CPA/PFS with diverse work experience. Currently, they hold the position of Vice President at EP Wealth Advisors since April 2022. Previously, they worked at Vantage Advisors, LLC from October 2019 to May 2022, serving as a Personal Financial Planner & Wealth Advisor and transitioning from a ParaPlanner role. From October 2019 to May 2022, they also worked at Vantage Financial Solutions, Inc. as a Life Health Insurance Agent and at Vantage Strategies, LLC as an Accountant. Prior to that, they worked at UHY LLP, Certified Public Accountants, from September 2015 to September 2019, starting as a Staff Tax Accountant and progressing to the roles of Senior Staff Tax Accountant and later Senior Tax Accountant. Additionally, Brooke has coaching experience in volleyball, having worked as a Coach at Unified Volleyball from August 2017 to August 2019, and as a 12U, 13U, and 16U Volleyball Coach at Legacy Volleyball Club from January 2015 to November 2017. Brooke also has prior experience as a Peer Tutor and Student Athlete at Oakland University from September 2014 to May 2015 and as a Student Athlete at the College of Southern Idaho from August 2011 to May 2013. Brooke started their career in 2001 at Carbon & Emery Animal Health as a Finance/Payroll & Technician before transitioning to their current role in finance and accounting.

Brooke Wadsworth, CPA/PFS, obtained a Bachelor of Business Administration (BBA) degree in Accounting from Oakland University in 2015. Prior to that, they earned an Associate of Arts (AA) degree in Liberal Arts and Sciences, General Studies and Humanities from the College of Southern Idaho in 2013.

In terms of additional certifications, Brooke has received the Personal Financial Specialist (PFS™) Credential from the AICPA in January 2022. Brooke also holds certificates in Estate Planning, Risk Management and Insurance Planning, Retirement Planning, and Investment Planning. The Estate Planning Certificate was obtained from the AICPA in December 2021, while the Risk Management and Insurance Planning Certificate was obtained in October 2021. The Retirement Planning Certificate was obtained in August 2021. Furthermore, Brooke obtained the Investment Planning Certificate from the Association of International Certified Professional Accountants in September 2020.

Brooke Wadsworth is also an Investment Advisor/Representative accredited by FINRA since June 2020. Brooke became a Certified Public Accountant in the State of Utah in January 2020 and in the State of Michigan in September 2016. Lastly, Brooke holds the Insurance Agent: Accident, Health or Sickness, & Life license from the State of Utah, which they obtained in November 2019.