Brook joined Adams Wealth Advisors in 2023 and works closely with clients and the advisory team to develop comprehensive financial plans, with a particular focus on estate planning. She is drawn to the financial planning profession because it combines analytical problem-solving with the opportunity to build meaningful, lasting relationships with the clients she serves. In addition to her advisory work, Brook contributes to enhancing the client experience through content development, event coordination, and CRM support.
Brook is currently completing her bachelor’s degree in finance and accounting, with a minor in personal financial planning, from Utah State University, and will graduate in May 2025. She is also pursuing a master’s degree in accounting with an emphasis in taxation and is on track to graduate in 2026. Following graduation, she plans to obtain both her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) designations.
During her time at Utah State University, Brook served as VP of Wealth Management for the Finance Club and is currently a Quigley Ambassador for the School of Accountancy.
Outside of work, Brook is a dedicated 4-H mentor and, alongside her father, helps manage a herd of show lambs for local youth. She is actively involved in mentoring students across Utah and southern Idaho and serves on the Logan River Golf Course Advisory Board. In her free time, she enjoys cheering on the Dodgers, traveling to Disneyland, and spending time with family and friends.