Brooke Ramstad

Brooke Ramstad is a Senior Financial Advisor at BR Wealth Management, where she helps individuals and business owners navigate the complexities of financial planning with clarity and confidence. Known for her personalized, strategic approach, Brooke specializes in comprehensive wealth management with a focus on retirement planning and business exit strategies.

As a Certified Financial Planner™, Brooke upholds the highest standards in the industry, bringing both technical expertise and a thoughtful, client-centered approach to every relationship. She also earned the Certified Exit Planning Advisor (CEPA) designation in 2020, enabling her to guide business owners through the financial and emotional aspects of preparing for and transitioning out of their businesses.

Brooke began her career in financial services in 2008 with Wachovia Securities (a predecessor of Wells Fargo Advisors) in Boise, where she was promoted to Financial Advisor. She later served as a Principal and Investment Advisor at RW Investment Management. Earlier in her career, she worked in national seafood and international media sales in Seattle, WA—experiences that gave her a unique perspective on business operations and client service. In recognition of her leadership and impact, Brooke was honored by the Idaho Business Review for Excellence in Finance in 2018.

Brooke holds a Bachelor of Arts in Romance Linguistics from the University of Washington. Outside of work she enjoys spending time with her husband, Eric, and their two children, Summer and Anders, exploring the Boise River Greenbelt or skiing at Bogus Basin.

The Idaho Business Review Excellence in Finance awards program is based on community nominated professionals from Banking, Corporate, Educator, and Investment Finance fields. Industry experience, interviews, reputation, and other criteria are considered by Idaho Business Review, which does not receive compensation from the advisors or their firms in exchange for consideration or award. Investment performance is not a criterion. Please click here to see the full ranking and for more information.