FOR IMMEDIATE RELEASE July 24, 2020
Brooke Napiwocki Promoted To Director of Financial Planning at Crescendo Wealth Management
Crescendo Wealth Management announces the promotion of Brooke Napiwocki CFP®, MBA to Director of Financial Planning. In this role, she leads a strong financial planning-focused team and enhances the planning process and client experience while retaining her role as a Certified Financial Planner™ Professional partnering with mid-career, professional women and couples.
Crescendo Wealth Management is an independent, woman-owned and operated holistic financial planning firm located in Grafton, Wisconsin, serving families in Southeast Wisconsin and beyond via virtual planning capabilities. Crescendo is an ensemble practice helping clients achieve financial independence and live the life they want.
As Director of Financial Planning, Brooke brings nearly 20-years of experience in the financial services industry, advising individuals, small businesses, and institutional clients. She is committed to consistently delivering the CFP® 7 Step Financial Planning Process for clients. Areas of specialization for Brooke include cash flow planning/budgeting, couple friendly planning, employee benefits planning including senior and executive-level benefits and compensation, higher education planning, post-divorce planning, career and human capital planning and aging parent planning.
“We are very excited for Brooke to expand her role and lead the firm’s financial planning evolution. She has demonstrated expertise, commitment and compassion with the clients she serves resulting in the tremendous growth of financial planning services at Crescendo,” says Crescendo President Betty Wellhoefer Hill, CFP®, MBA. “Brooke excels at creative problem solving and works extremely hard to enrich her clients' relationship with money.”
Brooke is a graduate of St. Norbert College with a BBA in Business Administration and Economics and a MBA from Marquette University. She is an active community volunteer and was recently recognized by the Grafton Chamber of Commerce with the 2019 Outstanding Young Professional Award. Brooke is a member of the Financial Planning Association of Wisconsin and leads that organization's Collaborative Learning Event committee. She also serves on the board of the Cedarburg Education Foundation and finance committee for Tempo Milwaukee. Throughout southeast Wisconsin, Brooke is a strong advocate for family financial literacy through her volunteer work with Junior Achievement, speaking engagements and written thought leadership.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Crescendo Wealth Management, LLC and JWC/JWCA are unaffiliated entities.
For media inquiries:
Ed Hill
262-685-3375