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.
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.
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.
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.