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Brogan Financial Staff Quote

Jim Brogan, MBA

President & Founder

Jim Brogan, MBA, is a well-known financial educator, author and...

Dee Dee Brogan

Co-Founder, Vice President of Operations

Dee Dee Brogan, wife of Jim Brogan, serves as an...

Sarah Sutton, CFP®

Chief Compliance Officer

Sarah serves as Chief Compliance Officer (CCO) for Brogan Financial....

Mandy Brower

Director of Corporate Affairs

Mandy serves on the Executive Team and is the Director...

Jim Kraeske, CIS

Financial Advisor

Jim Kraeske began his financial services career in 2006 with...

Peter Saganski, CLTC®

Financial Advisor

Peter joined the Brogan Financial family in 2013 as a...

Eric Belew, AWMA®

Financial Advisor

Prior to joining Brogan, Eric spent 7 years serving the...

Jill Wolverton

Director of Marketing & Communications

Jill is the Director of Marketing and Communications for Brogan...

Mark Shreve

Operations & Compliance Analyst

Mark joined the Brogan Financial family in early 2021 and...

Stacy Hickman

Client Care Specialist & Operations Team Manager

Stacy Hickman joined Brogan Financial in 2019 and serves as...

Jordan Christopher

Client Care Specialist

Jordan Christopher has been part of the Brogan Team for...

Karah Hopkins

Client Care Specialist

Karah Hopkins serves as a Client Care Specialist on our...

April Dunn

Front Desk Manager & Administrative Assistant

April has returned to the Brogan Financial team as our...

Haley Redden

Lead Paraplanner

Haley joined Brogan Financial as a Lead Paraplanner after spending...

Peyton Wingate

Operations Assistant

Peyton joined the Brogan Financial family in 2022 and serves...

Amanda Dreisbach

Client Care Assistant

Amanda Dreisbach serves as a Client Care Assistant, primarily focusing...

Eric Hill

Operations Assistant

Eric Hill joined Brogan Financial in 2022 and serves as...

Brynn Pierce, MBA

Event & Lifestyle Coordinator

As our Event and Lifestyle Coordinator, Brynn plans and executes...

Mary Caroline Brogan

Corporate & Digital Marketing Assistant

Mary Caroline Brogan has watched her parents build Brogan Financial...

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