Vermont Retirement Planners, LLC

54 Highland Avenue
Manchester Center, VT 05255
nick@vtretirement.com
(802) 367-3958

87 North Main St.
Rutland, VT 05701
nick@vtretirement.com
(802) 772-7945

Brooke Smith, MBA

Brooke Smith, MBA

Branch Operations Manager

Brooke strives to provide excellent service to clients while managing the daily operations of the business. She is a newly licensed financial advisor and is working under Nick to gain experience and learn how to serve clients in this new role.

Brooke graduated from Castleton University with a B.S. in Business Administration with concentrations in management and accounting. She joined the company after graduation in 2021 and has continued to gain experience and responsibility at VTRP. She began pursuing her MBA immediately following undergrad, which she completed in the fall of 2022. She passed her licensing exams in 2023. In addition to her experience, Brooke also holds the following credentials: 

  • FINRA Series 7 and 66 registrations held through LPL Financial

Brooke currently lives in Ira, VT with her husband, Noah, and their three cats. One of her favorite things about where she lives in that she lives on the same dirt road as her parents and younger siblings, as well as her two older sisters and their families. She enjoys spending time with family, riding dirt bikes and four wheelers, going to the lake, gardening, and being outdoors.

 

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