Brooke Swain– Junior Associate

Brooke Swain is a Junior Associate at Ulrich Investment Consultants. Brooke is responsible for client account servicing and provides general support to the Consultants and Operational professionals. She also serves as an intake coordinator for financial planning services. Prior to joining Ulrich, Brooke held positions as Branch Associate at S. Harris Financial Group where she collaborated with Certified Financial Planners to create holistic financial recommendations and served as a peer advisor at Texas A&M University. There she created and delivered presentations to students and campus organizations on financial topics.

Brooke graduated from Texas A&M University with a B.A. in Communication, minoring in Business with a concentration in Financial Planning. She also began the Financial Planning coursework required to sit for the CFP exam and served as a Financial Planning Ambassador for the Financial Planning student organization. In her spare time, Brooke enjoys fitness and hikes with her husband exploring their new home in New Mexico.

Brooke Swain - Junior Associate

Brooke Swain is a Junior Associate at Ulrich Investment Consultants. Brooke is responsible for client account servicing and provides general support to the Consultants and Operational professionals. She also serves as an intake coordinator for financial planning services. Prior to joining Ulrich, Brooke held positions as Branch Associate at S. Harris Financial Group where she collaborated with Certified Financial Planners to create holistic financial recommendations and served as a peer advisor at Texas A&M University. There she created and delivered presentations to students and campus organizations on financial topics.

Brooke graduated from Texas A&M University with a B.A. in Communication, minoring in Business with a concentration in Financial Planning. She also began the Financial Planning coursework required to sit for the CFP exam and served as a Financial Planning Ambassador for the Financial Planning student organization. In her spare time, Brooke enjoys fitness and hikes with her husband exploring their new home in New Mexico.