Brooke Forrest

My roles and responsibilities as an advocate involve building strong relationships with both current and prospective members by identifying financial products and services that enhance their financial well-being, both now and in the future. I provide exceptional service, understand all phases of a consumer’s financial life, and have a grasp on relevant tax laws, financial products, personal financial planning considerations, debt management, assets and wealth management, the use of technology to manage accounts and have the passion to serve and have empathy for others. To fulfill the goal of improving a member’s financial well-being, is done by having extensive knowledge of consumer tax considerations, asset financing, financial resource management, building healthy household balance sheets, retirement preparedness, education funding, estate and tax planning, credit score management and other critical considerations for a healthy financial life. I am also expected to have a deep understanding of savings and transaction accounts, money market / financial management accounts, retirement(IRA) and other tax advantaged accounts such as HSAs.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.