Brooke Fleming, ChFC®, AIF®
Financial Advisor
Brooke joined EverRise in 2009 as a financial assistant and has since grown her role into a financial advisor. She has studied and worked in many different fields, such as hospitality, accounting, IT, customer service, and financial transaction processing. She works alongside Jim as co-advisor on a subset of our client base, managing their needs and leading them through the wealth management process. Designations and Registrations:
- FINRA Series 7 and 66 securities registrations
- Chartered Financial Consultant® (ChFC®)
- Accredited Investment Fiduciary® (AIF®)
When Brooke isn’t at work, she enjoys spending time with her husband and their daughter. She is also an avid cook and loves to be out in the sun.