Vice President, Client Relations
“My work is my passion. I get the chance to use my own history, experiences and knowledge to help our stakeholders and clients to be empowered and intentional with their finances. I get to be a part of seeing our clients and stakeholders making their dreams happen. I find so much joy in my work, is there anything better than that?”
Brook brings over 13 years on experience to her role as Vice President, Client Relations. Her experience as a financial advisor and in leadership across the financial services industry brings a unique understanding and knowledge to her role. She is able to help advisors at all stages of their careers.
Before joining Carson Wealth, Brook was a district manager with a large independent broker/dealer and investment firm where she was responsible for advisor development, advisor acquisition, recruiting, training, coaching and supervision. Prior to that, Brook was an agency manager for a multi-regional property and casualty company. Brook holds her series 65, 63, 7, 6, 24 and 26 through Cetera Advisor Networks. She is a member of Women in Financial Services and was awarded a GAMA 2013 International Management Award* in 2013.
Brook, her husband, Bill, and daughter, Avery live in Omaha with their two Boston terriers. Brook lives for her next adventure and a good glass of champagne. She also enjoys travelling, baking and entertaining.
Get to Know Brook:
Favorite food: The Lobster Rolls at the Nubble Lighthouse in Maine
Best piece of financial advice Brook has received: Be intentional about your relationship with money.
Favorite quote: “But who can say what’s best? That’s why you need to grab whatever chance you have of happiness where you find it, and not worry about other people too much. My experience tells me that we get no more than two or three such chances in a life time, and if we let them go, we regret it for the rest of our lives.” ― Haruki Murakami
Favorite book: Whichever book I happen to be reading on the beach
Favorite movie: What Dreams May Come
What motivates Brook: The next great adventure
Favorite holiday: 4th of July
Something on Brook’s bucket list: To have my own little piece of Block Island, RI
Place Brook would most like to visit: Everywhere, I am consumed with wanderlust
Biggest accomplishment: My daughter, Avery
* Award Criteria – First-line managers (heads of agencies or firms) and frontline or second-/middle-line managers (sales or unit managers). Applicants must personally supervise at least eight full-time career agents, advisors, or sales representatives in an agency or firm.
Minimum qualifying performance: Traditional: $300,000 commissions, including at least $150,000 in life insurance commissions Financial Planning/Securities-Based: $300,000 in production revenue Multiline: Average life premiums $8,000 and number of multiline units sold 200 or percentage of renewals 70%