With a diverse background spanning the SBA, IRS, corporate law firms, and large corporations, I have gained a deep understanding of complex financial systems, tax law, and business strategy.
Throughout my career, I’ve worked alongside small businesses and corporations, guiding them through tax planning, corporate structures, and financial strategies. I’ve also had the privilege of teaching and empowering others, simplifying intricate concepts to help individuals build sustainable wealth.
Now, I leverage this experience to educate and support you on your financial journey—whether it's mastering tax strategies, developing a solid wealth plan, or making informed business decisions. My goal is to equip you with the insights and tools you need to achieve financial success with confidence.
a dual accountant-LAWYER
You've come to the right place & I am so glad that you are here!
I'M brooke, A tax strategist and wealth planner
Being the second of seven kids, raised in Memphis, Tennessee, I’ve always had a deep-rooted passion for helping others, especially those who face systemic barriers. My journey started with a plan—to get rid of that $130,000 debt in 2.5 years. And I did it. It wasn’t easy, but this journey ignited my passion for financial freedom and a deep understanding of money management, inspiring me to help others achieve the same.
As a dual accountant-attorney with a specialization in tax law, I now utilize the skills I developed in my corporate career to empower people to take control of their financial futures.
I had no idea i would end up here
to get rid of that $130,000 debt in 2.5 years
How it all began
my passion
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Tailored Expertise
We understand that every financial situation is unique. We take the time to get to know you and your goals so that we can provide personalized strategies that align with your life—not just textbook advice.
No Judgment Zone
Wherever you are on your financial journey, we’ve got you. We believe in starting where you are, without judgment, and helping you build from there. Your past financial decisions do not define your future.
Empowerment Through Education
Sure, we can help you manage your taxes, create a budget, and optimize your finances, but we also believe you should understand your own financial landscape. We’ll work with you so you’re empowered to make smart, informed decisions long after we’ve worked together.
Dedicated to Equity
We recognize the systemic barriers that historically marginalized communities face when it comes to financial literacy and access to resources. Our mission is to help you overcome those barriers and build generational wealth.
WHY CHOOSE US
At LeveledUp Money, we don’t just talk about financial literacy—we live it. With years of experience as both a lawyer and accountant, I’ve seen firsthand how proper financial planning can transform lives. But my approach isn’t your typical one-size-fits-all formula.
Here’s why working with us is different:
Working with Brooke and LeveledUp Money has truly been a dream experience. Before working with her I had no idea how to make my money actually work for me. I constantly felt like I was stuck in the living paycheck to paycheck cycle. When I started working with Brooke, not only did my relationship with money change, I also learned how to INVEST. She taught me different ways to invest my money and now my money is literally working for me. Brooke I cant thank you enough for this program! It is truly life changing. Thank you! Thank you! Thank you!
Leveled Up Money has helped me to realize that you don't have to invest a large lump sum. You can start small and it'll grow! She has given me so much practical and useful advice and information! It has been so hard for me to find a trustworthy source of info when it comes to finances and investing. Any time I have a question she gives me a very thorough answer. I'm so grateful to her for her expertise and timely responses! I love this page!!
Leveled Up Money has truly been a game-changer for me. Thanks to the guidance from the consultations and the financial classes, I've been able to organize my debt and create a clear plan for the future. If I stick to the advice I've received, I'll be debt-free in just six months! The support has been amazing, and I highly recommend Leveled Up to anyone looking to take control of their finances. Thank you for all that you've done!