Close-up black-and-white portrait of a woman with curly hair, smiling, wearing a blazer and a blouse.

Brooke Billman

Paraplanner

EMAIL: b.billman@asendowealth.com

I work closely with a team of advisers to ensure our clients' financial needs are met. My key responsibilities include analyzing client data, preparing financial plans, handling account maintenance, and facilitating money movements. I enjoy engaging with clients, educating them on their options, and empowering them to make informed decisions to achieve their financial goals.

EDUCATION AND QUALIFICATIONS

  • BS, Finance with a minor in Financial Planning, Mount Vernon Nazarene University

PERSONAL INTERESTS

  • Spending time at home with my husband, Hunter

  • Baking, Cooking, Crocheting, and Gardening

COMMUNITY PARTICIPATION

  • Member of Southgate Church of Christ

  • Volunteering with co-workers at various local organizations

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