Brooke Runningen

Experience

Brooke brings a robust background in administrative and client-facing roles. Her extensive experience has sharpened her ability to navigate complex challenges, maintain meticulous attention to detail while upholding confidentiality, and communicate clearly and effectively with clients and colleagues. With a strong foundation in managing sensitive information, she excels at building trust and delivering tailored solutions that align with clients’ financial goals.

Credentials

Brooke holds a Bachelor’s degree in Social Sciences from the University of North Dakota, along with a PHR certification from Syracuse University. In recent years, she has earned her Series 6 and 63 licenses, her Life, Accident and Health Insurance License, and in 2025, became a Chartered Retirement Plan Specialist (CRPS). Brooke is deeply passionate about educating clients on strategies for long-term financial security. She takes great pride in understanding her clients’ individual goals and guiding them through the complexities of retirement saving with a personalized, client-focused approach.

Personal

Brooke and her husband, Thom, have moved frequently due to his military career, living in Minnesota, North Dakota, Alaska and Georgia before ultimately landing in New York. They quickly decided to put down roots here, loving the community and the sense of belonging it offers. Being a military spouse drives her passion to help other military members, spouses, and families find resources and build meaningful connections to our community.

Outside of work, Brooke enjoys traveling, hiking, and fishing with Thom and their two black labs.