Jim Brogan, 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.