About Brogan Financial

Brogan Financial was founded in 2001 to serve clients in their pursuit of financial independence. We have an unwavering focus on pursuing excellence in everything we do.

We help you develop a plan to achieve specific outcomes, so you can use your life’s savings to make the impact you desire. We speak your language, so you can clearly understand all of the components of your plan.

We are a fee-based advisory practice with transparent fees and open communication. As a fiduciary, we act in your best interests at all times. Please feel free to browse our website for valuable information that can impact the quality of your life. If you’d like to meet with us to discuss your life goals and financial opportunities, we would love to welcome you into our office.

Meet Our Team

“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”

⸻ DOUGLAS ADAMS ⸻

CHARITABLE INITIATIVES

Brogan Financial is proud to support a wide range of charitable initiatives throughout the year. From sponsorships to toy drives, we firmly believe in the importance of giving back to our community. Learn more about some of our charitable work.

About Us - Brogan Financial
Lainie Thomas
Executive Assistant to The Brogans
Lainie Thomas serves Brogan Financial as the Executive Assistant to The Brogans. She is a master at organization, leadership, and administration. Lainie assists The Brogans with all aspects of running the business from scheduling to streamlining to marketing efforts to client caring and client experience to corporate tasks to support the Brogans and the firm. Lanie holds a Bachelor’s Degree in Family and Consumer Science from Liberty University. Originally from Memphis, Lainie resides in Knoxville with her husband, Bradley. Lanie loves spending time with family and friends, reading, cooking, baking, and spoiling her first grandchild.

Fun fact: Lainie has a twin brother!
Vickie Duncan
Director of Client & Staff Experience

Vickie Duncan serves as the Director of Client & Staff Experience, bringing warmth, organization, and hospitality to every aspect of the firm’s culture and operations. Additionally, Vickie serves on the Executive Team. A graduate of Tennessee Technological University with a degree in Management Information Systems, Vickie has over 30 years of experience in hospitality and event planning. Her diverse background includes work with Roane State Community College, the Haslam Family, a local law firm, and coordinating numerous community and school events. Originally from Middle Tennessee, Vickie has called Knoxville home for more than three decades. Outside of work, she enjoys spending time with her two grown children, their spouses, and her six beloved grandchildren. She also finds joy in her friendships, working out, reading, crocheting, and traveling.

Fun fact: Vickie grew up on a farm in a small rural town and graduated from high school with a class of just 38 students.

Brynn Pierce, MBA

Data & Compliance Analyst

Brynn serves as Brogan Financial’s Data & Compliance Analyst. She holds a Bachelor’s Degree in Chemistry from the University of Tennessee, and a Master’s in Business Administration from Tennessee Wesleyan University. With over ten years of experience working with the Brogans in various capacities, Brynn brings extensive knowledge to the multiple departments she serves. As a Knoxville native, Brynn spends a lot of her time cheering on the Tennessee Volunteers. In her free time, Brynn enjoys fitness, reading, and spending quality time with her friends and family.

Fun fact: Brynn has known the Brogan family for quite some time – Dee Dee even taught her kindergarten music class!

Karah Richey
New Client Specialist
Karah serves as a New Client Specialist by supporting clients and advisors on a daily basis. She holds a Bachelor’s Degree from the University of Tennessee, with a focus in Finance. Originally from Knoxville, Karah now lives in Lenoir City with her husband. She enjoys spending time on the lake, hiking, shopping, traveling, and experimenting with new recipes.Fun Fact: Karah is a lifelong equestrian and spent over 15 years riding horses.

Tanya Yon

Client Care Specialist

Tanya serves as a Client Care Specialist at Brogan Financial, by supporting clients and advisors on a daily basis. With over 20 years of industry experience, Tanya loves working with people and getting to know them through the client process. Originally from Memphis, Tennessee, Tanya now resides in Maryville with her daughter. She enjoys exploring East Tennessee with her family to see all that the area has to offer.

Fun Fact: Tanya took a trip to the Holy Land and walked the pilgrimage journey, the “Road to Calvary”, in Jerusalem.

Connor McCormick

Apprentice
Connor serves as the Apprentice to Jim Brogan, shadowing him in daily interactions with clients and staff while attending educational and community events. He holds a Bachelor’s Degree in Exercise Science from Auburn University and is pursuing certifications in the financial planning industry. Originally from Auburn, Alabama, Connor now resides in North Knoxville. He enjoys exploring new places, hiking, and trying diverse cuisines.

Fun fact: Connor competed in two national mountain biking championships!

Tyler Stermetz

Paraplanner & Operations Support
Tyler is a Paraplanner & Operations Support, supporting the Paraplanning Team by preparing files for advisor meetings with clients. He holds a Bachelor’s Degree from the University of Tennessee with a focus on finance and accounting. Originally from Chicago, Illinois, Tyler currently resides in West Knoxville. Outside of work, he enjoys spending time with family and friends, UT sports, fitness, traveling, and fishing.Fun Fact: Tyler’s party trick is juggling. He loves to juggle apples in the produce section.
Kevin Burris, MBA, CFP®, RICP®
Paraplanner & Operations Support

Kevin serves as a Paraplanner & Operations Support at Brogan Financial, assisting the Advisory and Client Care Teams with client file preparation for appointments. He earned a Bachelor’s in Telecommunications and a Master’s in Business Administration in Finance from Indiana University. Kevin brings valuable expertise to the team with his multiple years of experience. Originally from Indiana, Kevin now resides in Vonore with his wife. He enjoys golf, lake outings with friends, and cheering for his beloved Hoosiers.

Fun fact: Kevin worked at a TV station for three years after graduating with his Bachelor’s Degree.

Mary Caroline Brogan, MBA

Marketing Coordinator

Mary Caroline serves as Brogan Financial’s Marketing Coordinator. She holds a Bachelor’s Degree in Marketing and a Master’s in Business Administration from Samford University. Originally from Knoxville, Mary Caroline now resides in Auckland, New Zealand, with her fiancé, Danny. She enjoys reading, traveling, and maintaining an active lifestyle through HIIT workouts and heated yoga/pilates classes. Currently studying French, she hopes to become bilingual someday.

Fun Fact: Growing up around her family’s business, Mary Caroline used to “pretend” to answer the phones for Brogan Financial as a child!

Casey Boruff
Marketing & Events Assistant

Casey serves as our Marketing & Events Assistant with a key role in supporting both the Marketing and Events Teams. Her creativity, organization, writing skills, and hospitality foster a spirit of innovation and excellence. She holds a Bachelor’s Degree in Marketing from Lipscomb University. Born and raised in Knoxville, Casey currently lives in West Knoxville, married to her middle school sweetheart. She enjoys working out, spending time with family, and cheering on the Tennessee Vols on weekends.

Fun fact: Casey played point guard for her college basketball team.

April Dunn
Hospitality Specialist

April serves as Brogan Financial’s Hospitality Specialist, ensuring a seamless client experience and managing day-to-day office activities. She holds a Bachelor’s Degree in Marketing from Carson-Newman College. Originally from Nashville, April now resides in West Knoxville with her husband and daughter. She enjoys sports, fitness, and reading.

Fun Fact: April appeared on Sesame Street as a child!

Clara Campbell
Lifestyle Manager & Events Assistant
Clara serves as Brogan Financial’s Lifestyle Manager & Events Assistant. Her days consist of supporting Dee Dee Brogan administratively, planning events, education, and lunches for staff, and serving on both the Events and Hospitality Teams for our Brogan Community. She holds a Bachelor’s Degree in Health and Human Sciences from the University of Tennessee. Having grown up in both Memphis and Knoxville, Clara now resides in Fountain City with her husband and son. She enjoys browsing farmers markets, spending time outdoors, and enjoying quality moments with loved ones.Fun fact: Clara is fluent in sign language and is one of seven siblings!
Chara Armstrong
Business Support Associate

Chara serves Brogan Financial as a Business Support Associate, supporting all teams as needed throughout the business on a day-to-day basis and working with the Client Care Team to assist with processing paperwork and other important functions and tasks. She holds a Bachelor’s Degree from Bryan College and a Master’s Degree in Teaching from Notre Dame University of Maryland. Born and raised in Dayton, Tennessee, Chara and her husband, who served in the military, spent 20 years in the Washington, DC area. She now lives in West Knoxville with her husband, three kids, and a dog. Chara loves spending time in the Smoky Mountains with her family, making quilts, and refinishing furniture.

Fun fact: Chara was an award-winning marksman in her high school JROTC program.

Caroline Fields
Operations Assistant
Caroline is an Operations Assistant with a key role in supporting both the Client Care and Paraplanning Teams, as well as managing front desk duties. She holds a Bachelor’s Degree in Communication Studies from King University. Caroline currently resides with her husband and son in Powell, Tennessee, where she was born and raised. Outside of work, she enjoys being a dedicated mom and wife, participating in spin classes, spending time at the lake, and traveling.

Fun fact: Caroline married her high school sweetheart.