Recognized in Ones to Watch since 2022 
Brooke is a member of the firm’s Trusts & Estates Practice. She works closely with individuals and families to develop comprehensive estate plans tailored to their unique goals, financial circumstances, and family needs. Brooke advises clients on estate planning, trust administration, and wealth transfer strategies designed to protect assets and provide for future generations.
Brooke’s practice focuses on estate planning, wills and trusts, powers of attorney, estate and trust administration, gift tax planning, fiduciary matters, and private wealth services. She regularly prepares customized estate planning documents, including wills, revocable and irrevocable trusts, and financial and health care powers of attorney. Brooke also assists clients in reviewing and updating their estate plans as life events and changes in tax laws affect their personal and financial objectives.
Brooke provides guidance throughout the administration of estates and trusts by counseling personal representatives, trustees, and beneficiaries on the settlement of estates, administration of trusts, fiduciary responsibilities, and related tax matters. Brooke works closely with clients’ financial advisors and other trusted professionals to help ensure that estate plans are properly implemented and aligned with broader financial goals.
Prior to her legal career, Brooke worked as a Full Trader and Private Client Specialist at Fidelity Investments. Brooke integrates her financial services background into her estate planning practice and believes that a client's financial and estate plans should complement each other.
