Client Service Associate
HighPoint Advisors, LLC welcomes Brooke Coleman as our new Client Services Associate. She comes to us with experience in another part of the financial industry, where her previous position was a loan processor. Prior to that Brooke worked in the hospitality industry, so she brings a wealth of customer & account service capabilities to the firm. She will work closely with our financial advisors to ensure that clients of the company continue to receive the best possible service. She will be instrumental in ensuring that HighPoint Advisors, LLC has plenty of capacity to grow in years to come.
Brooke was raised in Liverpool, NY and graduated in 2019 from Niagara University with a Bachelor’s Degree in Business Management. She is excited to continue her business career with HighPoint Advisors, LLC, as she continues to grow the service model of our firm. She loves to spend her time off from work at home trying new recipes or gathering with her family. When Brooke is not at home, she loves to explore new restaurants, cities, and national parks.
Be sure to say “Hi” and introduce yourself next time you are in the office!