Alumni of the Month

Alumni of the Month

February 2019 Alumna - Brooke Zrno Grisham, ChFC®, CLU®, AEP®

Brooke is Chief Executive Officer of The Nautilus Group®, a service of New York Life Insurance Company that provides a range of consultative services and technical case design to support qualifying Member Agents in presenting strategies to their clients and their clients’ advisors.

In 1999, Brooke joined Nautilus and started Model Office, an ancillary support resource for the Nautilus Members’ staff that grew to encompass all aspects of practice management, supporting Nautilus Members in areas such as operational efficiency, annual business planning, and strategic marketing. In 2010, she assumed the role of Chief Operating Officer for The Nautilus Group, and has served as CEO since 2013.

In addition to being an active member of the Dallas Estate Planning Council, Brooke speaks across North America for NYL and LIMRA audiences as well as the Society of Financial Professionals.

Brooke attended Boise State University and earned a bachelor’s degree in business communications from The University of Texas at Dallas. She also earned her Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Accredited Estate Planner® (AEP®) designations from The American College of Financial Services.

“I firmly believe that a commitment to lifelong learning is so critical to the way we serve our customers, to our personal relationships, and to our overall well being. It seems the further along we get in life, the fewer opportunities we have to formally learn in traditional settings. So for me, having constant curiosity and a mindset of always seeking new perspectives is a way to ensure my mind is sharp. I’m consistently evolving how I approach business and personal challenges and as a result I’m able to grow
and leverage my network to capitalize on opportunities.”

Brooke was raised in the Pacific Northwest, where she was a forest firefighter on the Boise National Forest and served as a Page in the Idaho House of Representatives. She has a private pilot’s license and enjoys playing the piano, volunteering for several animal rescue groups, and attempting to improve her golf game.

Past Alumni of the Month

January 2019
Christopher St. John, CFP®, ChFC®, CASL®, CLU®, CDFA, EA, CFE, AEP®, CAP®
Carolina Wealth Advisors

December 2018
Todd Tweet, CLU®, ChFC®, CASL®, RHU®, RICP®, MSFS
Sales Leader
State Farm

November 2018
Anand Nair, MSFS
Wealth Management Advisor
WestPac Wealth Partners

October 2018
Lisa Webster, AIC, ChFC®, CLU®, RICP®, CLF®
Sales Leader
State Farm Insurance and Financial Services

September 2018
Rod Barnes, PhD, CFP®, ChFC®, CLU®, AEP®
Private Wealth Advisor
Ameriprise Financial Services, Inc.

August 2018
Matt Lueder, MSFS, CLU®, ChFC®, CFP®, AEP®, CAP®, CASL®, CLF®, RICP®
Managing Partner
Northwestern Mutual

July 2018
John Thomas, CLU®, ChFC®, CFP®, MSFS
President and CEO
Financial Pathways Group

June 2018
Max Rooney, CFP®, CIMA®, ChFC®, CLU®, RICP®
Wealth Management Advisor
TIAA Individual Advisory Services

May 2018
Regina Bedoya, CLU®, ChFC®, RICP®
RB Financial Advisors

April 2018
Russell DeLibero, PhD, CFP®, ChFC®, CLU®
Director, Ayco Wealth Strategies Group
Goldman Sachs

March 2018
Kelly Kidwell, CLU®, ChFC®, CFP®, LUTCF, CSPG
Chief Executive Officer
Pacific Advisors

February 2018
Michael C. Doolittle, CLU®, CLF®, RICP®
Chief Development Officer
Northwestern Mutual

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