Brooke Alonzo

Transaction Coordinator

I come from a strong background in business operations and client service. I graduated from Moline High School in Moline, Illinois, and studied Business Management at Black Hawk College.

 

Before entering the financial services industry, I spent several years with Hy-Vee Grocery Stores, holding a variety of roles in accounting, department management, logistics, and human resources. I worked closely with corporate leadership and traveled throughout the Midwest to assist with the opening of multiple store locations.

Driven by a long-standing interest in the financial world, I took a leap of faith and joined LPL Financial Corporate, where I quickly advanced into multiple specialized roles. My experience includes Client Relations, Beneficiary and Trust Services, AccountView Technical Support, Trading, Account Transfers, and being selected to serve on the Tax Team. I thrive in building strong client relationships and was honored with multiple awards recognizing my professionalism, efficiency, attention to detail, and client-first mindset.

 

After nearly three years with LPL Financial Corporate, I was given the opportunity to join Trevor and the Elevation team, where I will continue to provide high-quality service while building trusted, long-term client relationships. I feel very blessed and excited to be a part of EWM!

 

Outside of work, I value time with my family, especially my four children—Ryann, Olivia (and son-in-law Lane), Owen, and Isabella—and my granddaughter Marley, who recently celebrated her first birthday. My family and I enjoy fundraising and supporting our local  ‘Downs Syndrome Innovations’ as my oldest daughter has spent several years in their programs. We participate in the "Buddy Walk” yearly with the name 'Ryanns Rockstars' in her honor.