TIM McGEENEY, AIF®, CFSTM

Financial Advisor, Investment Research Analyst

When Tim joined the Brogan Financial family, he brought over 25 years of wealth management experience, most notably as Chief Investment Officer and Portfolio Manager for a Registered Investment Advisor in New Jersey, where he oversaw $1.6 billion in assets. Passionate about financial markets, Tim takes pride in serving clients and addressing their wealth planning needs. In 2023, Tim and his wife, Kristin, relocated to Knoxville from New Jersey to be closer to their children who both attend the University of Tennessee. As a former three-time All-American lacrosse player at Loyola University in Maryland, Tim was inducted into their Athletic Hall of Fame and now serves as a coach for the University of Tennessee Men’s Club Lacross Team. Outside of work, he enjoys spending time with his family, running, enjoying the outdoors, and reading.