Client Service Specialist
Brooke joined Haddon Planning in 2018, changing careers and returning to the workforce after a two-year interlude at home with her twins. As the Client Service Specialist and assistant to Jake Reardon, her responsibilities include onboarding clients, opening and transferring accounts, administrative technology, educating clients on how to navigate system applications and software, building professional relationships with potential clients and vendors, and maintaining organization and camaraderie within the company.
She attended John Jay College of Criminal Justice and graduated from Rowan University with bachelor’s degrees in Law/Justice and Paralegal Studies. Her 15+ years in the legal profession is the foundation on which many of her attributes were built including her attention to detail, empathetic nature, confidentiality, compliance, and loyalty. She holds licenses in Real Estate, Life, Health & Accident Insurance and is currently pursuing her Series 7 to join Haddon’s top financial advisors.
Brooke resides in Pennsauken, NJ with her better half, three children and two stepchildren. She’s been an athlete her entire life participating in numerous Tough Mudders, Broad Street Runs, City to Shore Bike-a-thons, amateur boxing, soccer, and track. In her free time, Brooke likes to cook, crochet, laugh and have fun with her family.