BROOKE RAMSTAD

Certified Financial Planner Professional - Certified Exit Planner Advisor

Recognized as a decisive leader and strategist, I deliver a communication style that builds immediate trust and consistently generates results for my clients. I challenge entrepreneurs, C-suite executives, small business owners and non-profit organizations to embrace the big picture and solve complex sales, marketing, and revenue challenges.

I earned my Certified Financial Planner ® designation in 2017 and built a large regional RIA practice and partnership from which I exited in 2019. Fascinated by the team approach and methodology required for proper enterprise valuation, I obtained the Certified Exit Plan Advisor CEPA designation in 2020 from the Exit Planning Institute. This designation allows me to walk alongside small business owners who express a desire to actively plan for the eventual sale of their business. I collaborate closely with legal and accounting partners to ethically grow enterprise value to achieve highest multiples at sale. As a strategic advisor and integral part of the advisory team, I must be fluent in financial management, demonstrate excellent analytical skills, and possess the ability to communicate complex financial information effectively.

Professional Skill Set includes:

Communication:

Linguistics degree combined with years of client-facing experience delivers consistent and clear communication across all platforms to all stakeholders. Experienced public speaker and connector of ideas and people. Dedicated to an active listening process to deliver dynamic financial planning analysis and recommendations.

Operations:

On a mission to scale and improve business intelligence and profitability through client experience analysis and process optimization. I successfully led my RW Leadership team adoption of Entrepreneurial Operating System and Traction tools.

Business Development:

A proven revenue track record of over 2 decades of results-driven consultative B2B sales and investment advisory AUM growth.

I am proficient with financial planning industry software and platforms including Schwab, Tamarac, Orion, Redtail, MoneyguidePro, eMoney, Holistiplan.

Certified Financial Planner Professional - Certified Exit Planner Advisor

Recognized as a decisive leader and strategist, I deliver a communication style that builds immediate trust and consistently generates results for my clients. I challenge entrepreneurs, C-suite executives, small business owners and non-profit organizations to embrace the big picture and solve complex sales, marketing, and revenue challenges.

I earned my Certified Financial Planner ® designation in 2017 and built a large regional RIA practice and partnership from which I exited in 2019. Fascinated by the team approach and methodology required for proper enterprise valuation, I obtained the Certified Exit Plan Advisor CEPA designation in 2020 from the Exit Planning Institute. This designation allows me to walk alongside small business owners who express a desire to actively plan for the eventual sale of their business. I collaborate closely with legal and accounting partners to ethically grow enterprise value to achieve highest multiples at sale. As a strategic advisor and integral part of the advisory team, I must be fluent in financial management, demonstrate excellent analytical skills, and possess the ability to communicate complex financial information effectively.

Professional Skill Set includes:

Communication:

Linguistics degree combined with years of client-facing experience delivers consistent and clear communication across all platforms to all stakeholders. Experienced public speaker and connector of ideas and people. Dedicated to an active listening process to deliver dynamic financial planning analysis and recommendations.

Operations:

On a mission to scale and improve business intelligence and profitability through client experience analysis and process optimization. I successfully led my RW Leadership team adoption of Entrepreneurial Operating System and Traction tools.

Business Development:

A proven revenue track record of over 2 decades of results-driven consultative B2B sales and investment advisory AUM growth.

I am proficient with financial planning industry software and platforms including Schwab, Tamarac, Orion, Redtail, MoneyguidePro, eMoney, Holistiplan.