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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

Corporate Assistant & Event Planner

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

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 Lead

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...

Haley Redden

Paraplanner

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

April Dunn

Front Desk Manager & Administrative Assistant

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

Brynn Pierce

Administrative Assistant

Brynn is an Administrative Assistant and focuses on planning and...

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