Broker Check
Brooke Cassady, MAAE, CFP®

Brooke Cassady, MAAE, CFP®

Certified Financial Planner™

Brooke is a Certified Financial Planner™ professional with 6 years of industry experience. She continues to build her experience as an efficiency manager and client consultant role for the firm. With a strong analytical and data oriented background, her focus is to create the best use of technology for the firm’s operations. Brooke graduated from Western Kentucky University with degrees in Economics and Finance as well as a Master’s in Applied Economics and currently lives in Bowling Green, KY. Brooke does not offer Securities or Investment Advisory Services at this time.

Fun Facts about Brooke:

  1. Taught Personal Finance at Texas Tech University in Lubbock, TX
  2. Dreams of hiking the Inca Trail to see Machu Picchu in Peru
  3. Married with 1 son (both of her boys keeping her very busy)
  4. Enjoys Olympic lifting and running in her free time
  5. Always open to new book suggestions ☺