My Role:
Brooke is a Private Wealth Advisor with over 10 years of experience in the financial services industry. She leads a practice with her father, Brian Yaiser. In addition to being a trusted advocate in clients’ lives and helping them navigate the complexities of their estate, retirement and financial legacy, she is also responsible for ensuring the smooth operation of the practice. Brooke specializes in working with young professionals and families, often second and third generation clients.
Work History:
Since graduating from university, Brooke has spent her entire career in the financial services industry. Before joining IronBridge Wealth Counsel in 2023, Brooke began her career at Lincoln Financial.
Where I Come From:
Brooke was born in Buffalo, New York and grew up in a small town off the Erie Canal. She spent close to 10 years living in Nashville, Tennessee until moving back to her hometown with her husband Scott, their two children and two horses. Brooke loves theatre, travel, gardening, fine dining and when she has time for it, marathons and triathlons.
Education:
Brooke obtained her B.A. in Political Science with a minor in Military Science from Belmont University in Nashville, Tennessee. She holds her Series 6, 63, 7, 66 and Life and Health Insurance Licenses.
My Why:
As a second-generation Advisor, Brooke feels as though she grew up in the financial services industry. Her entire life she watched her father come alongside his clients to not only help them reach their financial goals but also change the course of their family legacy. Brooke desires to do the same. She is passionate about family, slow living, giving back to her community and lending a hand wherever possible. Brooke serves on the board of Michelle’s Memorial, Inc., a 501(c)(3) non-profit organization that provides scholarships to graduating seniors in memory of her sister, Michelle.