Keel Point
Brooke Brown is a seasoned professional currently serving as a Client Services Representative at Keel Point since August 2022. Prior to this role, Brooke worked at Northwestern Mutual as an Experience Leader from October 2021 to August 2022, where responsibilities included providing individualized coaching to employees and analyzing CRM data to track goals. Between October 2017 and October 2021, Brooke held the position of People Operations Coordinator at Pariveda Solutions, focusing on policy advisory for senior leadership and fostering team-building initiatives. Brooke holds a Bachelor of Science degree in Communication with a minor in Political Science from Texas Christian University, earned in 2017.
Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.