Brooke Wolverton, CFP®

Brooke Wolverton, CFP®

Customer Service Representative

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location of Brooke Wolverton, CFP®Syracuse, Utah, United States

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  • Timeline

  • About me

    Associate Wealth Advisor

  • Education

    • Utah Valley University

      -
      Personal Financial Planning
  • Experience

    • DoTERRA International LLC

      Sept 2018 - Mar 2020
      Customer Service Representative
    • Jacobson & Schmitt Advisors

      May 2021 - now
      • Associate Wealth Advisor

        Dec 2023 - now
      • Paraplanner

        Aug 2021 - Dec 2023
      • Financial Planning Intern

        May 2021 - Aug 2021
  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2023
    • Series 65

      FINRA
      Sept 2022