Brooke Wertenbach brings more than 20 years of service industry experience and a strong passion for creating exceptional client experiences. Her career began in hospitality, where she built a foundation in customer service that grew into leadership roles managing shifts, overseeing food service operations, leading teams of more than 20 employees, and coordinating events for a private member club, including corporate gatherings, weddings, and private celebrations. Most recently, Brooke served as a retail manager for a small business, where she led daily operations and supported team development.

At SD Capital, Brooke serves as a Client Service Associate, where her dedication to service, organization, and attention to detail helps support our advisors and enhance the overall client experience.

Outside of work, Brooke enjoys spending time with her husband, Kyle, and their three children—Evelyn, Wade, and Charlotte. She has called Put-in-Bay Island home for more than 20 years and works remotely while bringing a unique perspective and strong commitment to serving our clients.