Senior Relationship Coordinator
6400 S Fillders Green Cir, #1340
Greenwood Village, CO 80111
Brooke Sugamele started her career in the financial services industry in 1999. She brings with her experience in the mortgage, banking, and insurance industries. She is dedicated to providing the ultimate service experience to clients going the extra mile to ensure that their needs are fully satisfied. Brooke thinks outside the box to solve problems.
Brooke feels a sense of pride in helping families reach their financial goals and carefully manages their daily financial needs. She administers their cash needs, helps them plan for college tuition bills efficiently with an eye on tax effectiveness, and handles their gifting and philanthropic wishes. She has vast knowledge and extensive experience working with large estates and high net worth clients.
Brooke’s passion for serving others goes beyond her role at Aspen. She is a leader in her community serving as a volunteer at church and at her children’s school. Brooke graduated Summa Cum Laude from University of Colorado at Denver with a bachelor’s degree in Business Administration with an emphasis in Finance. She also holds her series 7 and 66 licenses.
Brooke lives in Englewood with her two children, Alexi and Preston. She enjoys watching sports, hiking, music, travel, and working out.
Brooke’s 5 Favorites
The Giving Tree
by Shel Silverstein
Listening to music
Your Relationship Coordinator is Your liaison on the operations side of your wealth plan and investment strategies. They are:
- Your first and best point of contact
- Coordinator of your financial services team, working with your wealth advisor, wealth manager and wealth planner to implement your strategies
- Facilitating your customized communications strategy ensuring you receive important and timely communications and meeting requests from your wealth management team
- Your Raymond James financial account attendant
- Custodian of your Aspen experience
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy