Brooke joined Pegasus Partners in 2022 and serves as a Wealth Advisor and a member of the Pegasus Partners’ Financial Planning Committee. She focuses on partnering with mid-to-late career professional women and couples. Brooke specializes in couple-friendly planning, executive and senior leader compensation and benefits, education funding, post-divorce financial strategy, and values-based planning. Prior to Pegasus Partners, Brooke worked for eight years in the wealth management industry as the Director of Financial Planning at Crescendo Wealth Management and a Wealth Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors). She started her career in commercial banki

Brooke Napiwocki
Wealth Advisor & Partner
Pegasus Partners
United States, Wisconsin, Milwaukee
About Me
Profile Information
Wealth Advisor & Partner
Pegasus Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Aug 12, 2024
Work Experience
Community First Bank
Customer Service Representative & Assistant Bookkeeper May 2000 - Mar 2002
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