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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 ⸻

Jim Brogan, MBA

President & Founder

Dee Dee Brogan

Co-Founder, Executive Vice President & Chief Development Officer

Sarah Sutton, CFP®

Chief Compliance Officer

Mandy Holley

Executive Director of Corporate Affairs

Peter Saganski, AWMA®, CLTC®

Financial Advisor

Eric Belew, AWMA®

Financial Advisor

Tim McGeeney, AIF®, CFSTM

Financial Advisor, Investment Research Analyst

Mark Shreve

Financial Advisor, Operations & Compliance Analyst

Brynn Pierce, MBA

Data & Compliance Analyst

Jill Wolverton

Director of Marketing & Communications

Lainie Thomas

Executive Assistant to The Brogans

Audrea Matherly

Client Care Specialist

Amanda Dreisbach

Client Care Specialist

Karah Richey

Client Care Specialist

Kevin Burris, MBA

Paraplanner & Operations Support

Connor McCormick

Apprentice

Clara Campbell

Lifestyle Manager & Creative Team

April Dunn

Front Desk Manager & Events Team

Caroline Fields

Operations Assistant

Mary Caroline Brogan, MBA

Corporate Assistant & Creative Team

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.

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About Us - Brogan Financial

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!

Jill Wolverton
Director of Marketing & Communications
Jill serves as Brogan Financial’s Director of Marketing & Communications by leading efforts in radio production, client communications, publications, and educational community events through the Creative Team. She holds a Bachelor’s Degree in Professional Writing from The University of New Mexico. Originally from Albuquerque, Jill now resides in West Knoxville with her husband and three boys. She enjoys running and supporting her children in their sporting activities across the South.

Fun Fact: Jill is a passionate traveler and has visited 42 states and 13 countries.

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!
Audrea Matherly
Client Care Specialist
With over 30 years of experience in client service, ten of them at Brogan Financial, Audrea serves as a Client Care Specialist by supporting clients and advisors on a daily basis. She holds a Nursing Degree from a small college in Columbus, Georgia. Born and raised in Charlotte, North Carolina, Audrea now lives in Dunnellon, Florida with her husband. In her free time, she enjoys church, singing, cooking, hiking, exercising, traveling, and spending time with her family, specifically her grandchildren.

Fun fact: If you say “yes” to an “Audrea Adventure”, you might find yourself at the Palace of Versailles exploring the gardens and watching the renaissance fountains.
Amanda Dreisbach

Client Care Specialist

Amanda serves as a Client Care Specialist at Brogan Financial, by supporting clients and advisors on a daily basis. She holds a Bachelor’s Degree in Microbiology from The University of Tennessee, along with a certification in Geographic Information Systems. Originally from Louisville, Kentucky, Amanda now resides in Knoxville with her boyfriend and dog. She enjoys relaxing by the lake, supporting her favorite sports teams, dining out, and watching reality TV.


Fun Fact: Amanda was an EMT during her senior year of high school!

Karah Richey
Client Care Specialist

Karah serves as a Client Care 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.

Kevin Burris
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.

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!
Clara Campbell
Lifestyle Manager & Creative Team
Clara serves as Brogan Financial’s Lifestyle Manager & on the Creative Team. 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!
April Dunn
Front Desk Manager & Events Team
April serves as Brogan Financial’s Front Desk Manager & on the Events Team, 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!
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.

Mary Caroline Brogan, MBA

Corporate Assistant & Creative Team
Mary Caroline serves as Brogan Financial’s Corporate Assistant & on the Creative Team specializing in research, writing, design, and social media efforts. 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!