Nancy Brooks joined the Petersen Investment Planning team in September 2021 as an Administrative Assistant. She brings a wealth of experience to her role, having served as a Grants Administrator for the State of Alaska for more than a decade in addition to working in the travel industry for 25+ years.
Her professional background brings a unique perspective to our team, with both understanding the importance of planning a secure financial future for you and your loved ones, as well living in the moment, and saving for important milestones (like travel, college, and retirement). Her work for the State of Alaska involved funding non-profits and government entities for seniors and persons with disabilities, which allows her to bring a level of compassion to the financial services industry.
She helps manage the day-to-day operations of Petersen Investment Planning, keeping us organized and up to date. She is continually making business operational improvements and streamlining processes, which allows us to dedicate more time to helping our clients achieve their financial goals.
Nancy lives in Southern Utah with her husband of 30+ years and enjoys spending time with her two children and grandchildren. On her days off, you will find her exploring the great outdoors, traveling, cooking a new recipe, sewing a quilt or handbag, or reading a novel.