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Brooke Willis

Brooke Willis

Brooke has spent over 7 years in Financial Services before deciding to join her dad in the family business in July of 2023. She worked in Financial Reporting and Mutual Fund Accounting at State Street, as well as a Senior Financial Analyst in Financial Planning & Analysis at G.E.H.A. Brooke received her bachelor’s degree at Rockhurst University with a double major in Finance & Economics and Spanish. She was a proud member of the cross-country team and Alpha Sigma Alpha sorority.

While Brooke appreciates the details and particularity involved in finance, her true passion is servicing her community and the connections she makes along the way. She is an advocate of financial literacy and she endeavors to support the financial professionals who educate clients to help them understand their financial choices and reach their financial goals.

Brooke resides in Overland Park, Kansas. She enjoys traveling, being outdoors, reading and hiking in Colorado. She is a people person and loves visits with friends and family.