Brooklyn Brock (CEPA, CFP®, ChFC®, CKA®)
Brooklyn Brock focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Women's Financial Planning Issues
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Women's Financial Planning Issues
Planning Specialties
Financial Advisors rarely take time to plan for themselves, like they do for their clients.
If something were to happen, the clients might lose their Financial Advisor, the business is likely to collapse, and the Advisor's family is at risk of losing everything.
Ellevate Advisors provides financial planning and exit coaching for Advisors so that when they sit down to dinner with their family, they can relax, because they know that they've secured their family's future and created a business that lasts.
At Ellevate Advisors, we believe that Advisors deserve to retire too. What does that look like for you, your family, and your advisory firm? Let's figure it out together! Click here to schedule an initial phone call with our team today.
Additional Information
I started in the industry with my family’s Ameriprise practice straight out of college. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with 2 business transitions with a retention rate of over 95%.
As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to spend a few years at a fee-only advisory firm, where I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board for the Financial Planning Association for over 5 years, including President for 1 year.
My formal education includes a Bachelor of Science in International Business and Economics, a minor in Marketing, as well as a Bachelor of Arts in French, all from the University of Arkansas (Fayetteville, AR).
I met my wonderful husband, Aron, in Tulsa. He works full-time as a mechanical engineer while helping me run my firm. We love living in Tulsa with our precious little Yorkie, Theo! We are fortunate that both our families live in Tulsa and we enjoy attending church and having dinner with them every week.
NAPFA Start Date
July 01, 2019
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