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Brooke Napiwocki

Wealth Advisor & Partner

Pegasus Partners

United States, Wisconsin, Milwaukee

About Me

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

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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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