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Brooke Napiwocki - Director, Senior Wealth Manager

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Brooke Napiwocki, CFP®

Brooke Napiwocki,
CFP®

Director, Senior Wealth Manager

Milwaukee, WI

Brooke’s drive to join the financial services industry was sparked when she was unable to find a wealth advisor for her own family.
Office Locations Served

Milwaukee, WI

Professional Summary

Brooke believes the most effective wealth planning begins with understanding what matters most to a client and their family. She enjoys developing close relationships with multi-generational families, helping them understand their financial picture and aligning planning strategies with their values and vision for the future. Brooke has experience working with clients before, during, and after major financial transitions, including business liquidity and ownership transitions, executive and stock compensation events, retirement, and generational wealth transfers. She helps clients navigate financial organization, investment strategy, and charitable and family gifting considerations, while working alongside their tax and estate planning professionals to support a coordinated approach to their broader financial goals.

Previous Work Highlights

Brooke joined Pegasus Partners in 2022—prior to Pegasus’ partnership with Lido in 2024—and served as a Wealth Advisor and a member of the Pegasus Partners’ Financial Planning Committee. Prior to Pegasus Partners, she was the Director of Financial Planning at Crescendo Wealth Management and a Wealth Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors). She began her career in commercial banking, working for M&I Bank and BMO Harris Bank.

Personal Facts

Brooke is passionate about financial education and has led a variety of financial literacy workshops. She serves as an Ambassador for Lido’s Women’s Wealth Advantage, an initiative that supports women through the financial decisions and transitions of their lives. Brooke is also proud to serve on the TEMPO Milwaukee Foundation Board, supporting professional development and scholarship opportunities for women in southeastern Wisconsin.

Education & Certifications
  • B.B.A., Business Administration and Economics, Saint Norbert College
  • M.B.A., Marquette University

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Brooke Napiwocki, CFP®

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.