
Jim Brogan, MBA
President & Founder
Jim Brogan, MBA, is a well-known financial educator, author and...
Dee Dee Brogan
Co-Founder, Vice President of Operations
Dee Dee Brogan, wife of Jim Brogan, serves as an...
Sarah Sutton, CFP®
Chief Compliance Officer
Sarah serves as Chief Compliance Officer (CCO) for Brogan Financial....
Mandy Brower
Director of Corporate Affairs
Mandy serves on the Executive Team and is the Director...
Peter Saganski, AWMA™, CLTC®
Financial Advisor
Peter joined the Brogan Financial family in 2013 as a...
Eric Belew, AWMA™
Financial Advisor
Prior to joining Brogan, Eric spent 7 years serving the...
Jill Wolverton
Director of Marketing & Communications
Jill is the Director of Marketing and Communications for Brogan...
Mark Shreve
Operations & Compliance Analyst
Mark joined the Brogan Financial family in early 2021 and...
Stacy Hickman
Client Care Specialist & Operations Team Manager
Stacy Hickman joined Brogan Financial in 2019 and serves as...
Jordan Christopher
Client Care Specialist
Jordan Christopher has been part of the Brogan Team for...
Karah Hopkins
Client Care Specialist
Karah Hopkins serves as a Client Care Specialist on our...
April Dunn
Front Desk Manager & Administrative Assistant
April has returned to the Brogan Financial team as our...
Haley Glodjajic
Lead Paraplanner
Haley joined Brogan Financial as a Lead Paraplanner after spending...
Peyton Wingate
Operations Assistant
Peyton joined the Brogan Financial family in 2022 and serves...
Amanda Dreisbach
Client Care Specialist
Amanda Dreisbach serves as a Client Care Specialist, primarily focusing...
Eric Hill
Client Care Assistant
Eric Hill joined Brogan Financial in 2022 and serves as...
Brynn Pierce, MBA
Event & Lifestyle Coordinator
As our Event and Lifestyle Coordinator, Brynn plans and executes...
Mary Caroline Brogan
Corporate & Digital Marketing Assistant
Mary Caroline Brogan has watched her parents build Brogan Financial...