Brooke Kosman

Advisor Assistant

brooke@PlanWithRFG.com
Phone: 513-230-6788
Fax: 513-624-3124

What part of your workday energizes you the most?

The part of the workday that energizes me the most is interacting with coworkers and knowing we are all working together to help our clients.

How do you like to spend your time outside of work?

I like to spend my time outside of work with friends and family, reading, exercising, or travelling.

What was your very first paycheck spent on?

I saved several of my first paychecks to go on a trip to Europe with my best friends, our first summer post-graduation. It was very much worth it, and we made memories that will last us a lifetime!

Brooke was born and raised in Anderson Township, Ohio. After graduating from Anderson High School in 2020, she went on to study at the Carl H. Lindner College of Business at the University of Cincinnati, where she earned a degree in finance and marketing in 2024.

In her free time, Brooke enjoys traveling, exercising, reading, and spending time with her loved ones.

Brooke currently holds the Securities Industry Essentials® (SIE®) and Series 6 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck.