In her new role, Brooks will manage clients’ 401(k), defined benefit and defined contribution plans. Additional responsibilities include handling employee enrollment meetings, conducting retirement plan reviews and ensuring plan compliance.
Before joining Kolinsky, Brooks was a financial planner at Ernst & Young
and a pension consultant at Madison Pension Services Inc.
“Strengthening our retirement plan division is a key element of our strategy for growth and investing,” said Steve Kolinsky, managing member and founder of Kolinsky Wealth Management. “With her strong credentials, leadership capabilities and extensive experience in this field, Kanika Brooks is an excellent addition to our team.”
Brooks holds a bachelor’s degree from Columbia University.