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 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, Vice President of Operations

Sarah Sutton,CFP®

Chief Compliance Officer

Mandy Brower

Director Of Corporate Affairs

Eric Belew, AWMA℠

Financial Advisor

Jill Wolverton

Director Of Marketing & Communications

Mark Shreve

Operations & Compliance Analyst

Stacy Hickman

Client Care Specialist &
Operations Team Manager

Jordan Christopher

Client Care Specialist

Karah Hopkins

Client Care Specialist

Amanda Dreisbach

Client Care Specialist

April Dunn

Front Desk Manager &
Administrative Assistant

Haley Glodjajic

Lead Paraplanner

Peyton Wingate

Operations Assistant

Eric Hill

Client Care Assistant

Brynn Pierce, MBA

Event & Lifestyle Coordinator

Mary Caroline Brogan

Corporate & Digital
Marketing Assistant

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.