Brooke Garcia is a CFP® and CFA® charterholder with 10 years of industry experience. She is currently affiliated with AE Wealth Management, LLC and has previously worked at firms including ENDEX Capital Management, DeMarche Associates, and CoreFirst Bank & Trust. Outside of her advisory role, she is the president and founder of Ambassador Financial, a nonprofit providing micro-loans to entrepreneurs in poverty, and serves on the board of directors for the CFA Society of Kansas City. She also pursues leather crafting as a personal interest.
AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, along with a range of financial planning, consulting, and plan services.