fsr-banner

Advisor Team

Jim BroganJim Brogan , M.B.A., President and Founder

Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry's leading publication for advisors specializing in retirement planning services.

Each weekend, Jim hosts “More Living with Jim Brogan,” East Tennessee’s leading resource for citizens over age 50. This interactive talk show can be heard each Saturday morning from 9:00 - 10:00 am on NewsTalk 98.7 FM, WOKI. Each Saturday, Jim and his nationally-recognized guests address a broad range of issues of importance to retirees and soon-to-be retirees. In addition to his radio show, Jim is a contributor for WBIR Channel 10 NBC, appearing monthly to discuss topics impacting retirees and soon-to-be retirees.

During the week, Jim serves as president and founder of Brogan Financial, a business he has dedicated to serving the unique and often complex financial needs of retirees, as well as those getting ready to retire. In addition, Jim also serves as the chief financial officer of Brogan Financial, and monitors and manages all client investment portfolios.

Jim teaches courses through the Professional and Personal Development Department at The University of Tennessee and the Business and Community Outreach Department at Pellissippi State Community College’s Hardin Valley and Blount County campuses.  Jim also serves on the Advisory Council for The University of Tennessee’s Department of Finance.Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governing retirement account distributions.

Jim’s firm, Brogan Financial, is an SEC Registered Investment Advisory firm. Jim is Board Certified in Estate Planning (BCE), is a Certified Retirement Financial Advisor (CRFA), and he holds his Master’s Degree in Business (MBA) from The University of Tennessee.

Jim is committed to the local community and volunteers with his church, The University of Tennessee’s College of Business as a mentor and awards judge, and several charitable organizations in the area.

Jim is a lifelong East Tennessean. He currently resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace.

 

 

Jim Kraeske

Jim Kraeske, Investment Advisor Representative

Jim Kraeske began his financial services career in 2006 with a move to Knoxville from Nashville.  He joined Brogan Financial in the spring of 2009 as an Investment Advisor Representative.

Jim holds the Certified Income Specialist designation (CIS) from the Institute of Business and Finance. He also holds a Bachelor of Science in Business Administration from The University of Tennessee and is a former small business owner.

Originally from Clarksville, Tennessee, Jim resides in Oak Ridge with his wife Angie and children Emily and Natalie.  In his spare time, he enjoys hiking and exploring the beauty of East Tennessee with his family.

 

 

Peter Saganski, Financial Advisor

Peter joined Brogan Financial in 2013 as a Financial Advisor. Peter brings over 20 years of financial industry experience. Prior to relocating to Knoxville, Peter was a Director of Equities and Derivatives with Deutsche Asset Management in New York. Peter holds a Bachelor of Science degree in Business Administration and Finance from the University of Maine.

Originally from Chatham New Jersey, he currently resides in Knoxville with his wife Jenny and daughters Sophie and Emma. In his spare time he enjoys the outdoors, home renovation projects and spending time with his family.

 

 

Mike Koban, M.B.A., Financial Advisor

Mike joined Brogan Financial in 2014 as a Financial Advisor. Mike was born in Nashville, TN and graduated from the University of Virginia with a bachelor's degree in Geochemistry. Mike also holds a Master's Degree in Business (MBA) from The University of Tennessee. Before joining Brogan Financial he worked in the financial services arm of SAIC in Oak Ridge.

Mike and his wife love to exercise and go for long weekend runs. They try to be active in the health and wellness community and frequently participate in race events around the city.

 

 

Service & Administrative Team

Dee Dee BroganDee Dee Brogan, Founder

Dee Dee Brogan, wife of Jim Brogan, is an integral part of the Brogan Financial team. Dee Dee's primary responsibilities include overseeing personnel operations and assisting with client services. Dee Dee has a passion for making sure the needs of both Brogan Financial employees and clients are always met.

Dee Dee and Jim founded Brogan Financial in 2001. Dee Dee is a native of Columbia, South Carolina and earned a degree in Music Education from Columbia College in her hometown. The couple married in 1993 and Dee Dee moved to Knoxville shortly thereafter. They have two daughters, Mary Caroline and Elizabeth Grace.

Outside the office Dee Dee is well known for her singing talent. Dee Dee released her first album "Dee Dee Brogan December Five & Twenty" in November 2011. Dee Dee has also toured with the country with Billy Graham, sang with Glenn Draper and the Lake Junaluska Singers at The White House, and has performed nationally and internationally. Dee Dee can often be found singing at The University of Tennessee ball games, at Knoxville events, and at church.

 

Brandon Alley, Operations Manager

Brandon joined Brogan Financial in 2013 and serves as Operations Manager. Brandon is responsible for overseeing all operational and administrative aspects of Brogan Financial.

Brandon was raised in Knoxville and graduated from the University of Tennessee in 2005 with a B.S. in Finance with a Collateral in Marketing. He began his career as the Operations Managers for a regional specialty retailer. He then moved on to become a Consultant for a Knoxville based Microsoft partner.

Brandon now resides in Knoxville with his wife Lindsey and their two boys, Jacob and Mason. In his spare time he enjoys traveling with the family and cheering on UT football.

 

Jordan MusgroveJordan Musgrove, Client Care Specialist

Jordan joined the Brogan Financial team in 2012 as a paraplanner. As a paraplanner, Jordan is responsible for assisting advisors in all aspects of client meeting preparations and investment research, as well as handling various client inquires.

Born in Oklahoma, she moved to Knoxville and graduated from UT with a bachelor's degree in political science with a minor in public administration. Jordan began her career in financial services in 2006 as a financial service associate at Regions Bank. She was promoted to assistant branch manager in 2009.

Jordan is a die-hard UT football fan and enjoys spending time outdoors, on the lake, and with friends. She has a dog named Gracie and lives in North Knoxville.

 

Holly Young, Client Care Specialist & Executive Assistant

Holly joined the Brogan Financial team in January of 2014 as a Client Care Specialist and Executive Assistant. Holly was raised in Oak Ridge and earned a B.S. in Business/Marketing Education and a M.S. in Human Resource Development from the University of Tennessee. She has spent the majority of her professional career in the financial services industry.

Holly lives in Knoxville with her husband, Keith, and their two children, Avery and Austin. She enjoys spending time playing with her children and staying connected to her extended family and friends that live nearby. She also loves a variety of outdoor activities, especially gardening and hiking.

 

Amy Walker, Administrative Assistant

Amy joined Brogan Financial in 2013 as an administrative assistant. Amy's primary responsibilities are greeting and assisting clients, as well as assisting staff in general office duties.

Amy moved to Knoxville from Murfreesboro, where she graduated from the University of Tennessee earning a Bachelor of Architecture.

Originally from Colden, NY, Amy resides in west Knoxville with her husband Will and their dog Zeb. In her spare time, Amy enjoys doing crafts, cooking, being outdoors, and spending time with her family.

 

Jim Brogan named the 2011 National Advisor of the Year.

SMA-Cover2
Click on the cover
to read more.

Beneficiary Checklist

Beneficiary-Checklist-1

Click the image to download the Beneficiary Checklist
More Living Podcast Archives
Dollars and Sense Podcast Archives
Go to top