MISSY BROOKS

Client Relationship Associate

Missy Brooks joined the firm in 2025 as a client relationship associate and works with the clients of Nathan Ayotte and Casia Chappell. She supports clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. 

Prior to joining the company, Missy worked as a financial analyst with StanCorp Investment Advisers in San Francisco, CA.

In her free time, she enjoys traveling, cooking and exploring her creative side through various arts and crafts.