Deep Enrich
Brooke Wolverton, CFP®
Customer Service Representative
93 followers
Syracuse, Utah, United States
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About me
Associate Wealth Advisor
Education
Utah Valley University
-Personal Financial Planning
Experience
DoTERRA International LLC
Sept 2018 - Mar 2020Customer Service Representative
Jacobson & Schmitt Advisors
May 2021 - nowAssociate Wealth Advisor
Dec 2023 - nowParaplanner
Aug 2021 - Dec 2023Financial Planning Intern
May 2021 - Aug 2021
Licenses & Certifications
Certified Financial Planner (CFP)
CFP BoardDec 2023
Series 65
FINRASept 2022
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