Brooke is the Director of Client Services and Practice Manager with Private Wealth Advisor David Almeida and his partner Dan Johnston. Her role is full time which enables her to deepen relationships with our clients. This ensures individual attention intended to fulfill and exceed each client’s expectations. She is our main point of contact for all client communications and is always available to answer questions. Her passion is contributing to providing value to each individual from the very first meeting to ongoing follow-up. Personally Brooke is working towards becoming licensed to better service the practice and its clients. In her free time Brooke enjoys spending time with her dogs at the beach, or hiking in nature.