Mary Caroline Brogan
Corporate & Digital Marketing Assistant
Mary Caroline Brogan has watched her parents build Brogan Financial since the beginning. In high school, Mary Caroline served as an intern and wrote radio show content for More Living with Jim Brogan. Today, Mary Caroline serves as the Corporate and Digital Marketing Assistant for Brogan Financial, collaborating with the marketing team and specializing in
Brynn Pierce, MBA
Event & Lifestyle Coordinator
As our Event and Lifestyle Coordinator, Brynn plans and executes Brogan Financial’s corporate, client and staff events as well as helps Jim and Dee Dee coordinate business and personal planning. Brynn serves as a stronghold on our Brogan Event Team as well as our Marketing Team. Driven by creativity and logic, Brynn aids in streamlining
Eric Hill
Client Care Assistant
Eric Hill joined Brogan Financial in 2022 and serves as an Client Care Assistant to our Client Care Team and the Front Desk Manager. Eric always has a smile on his face and graciously helps his team, the advisors, and clients. He is friendly and eager to take care of others. With his great work
Amanda Dreisbach
Client Care Specialist
Amanda Dreisbach serves as a Client Care Specialist, primarily focusing her time on serving our clients and their needs. Having a background in customer service, Amanda is well-equipped to listen to and support the Operations Team, advisors, and clients daily. Amanda is a quick learner and always willing to pitch in on projects or lend
Peyton Wingate
Operations Assistant
Peyton joined the Brogan Financial family in 2022 and serves on our Operations Team with our Paraplanning Department. Peyton loves the interesting nuances of financial planning and greatly enjoys putting together information and data to support the advisors. His positive attitude makes him a great team player. Peyton studied at King University where he excelled
Haley Glodjajic
Lead Paraplanner
Haley joined Brogan Financial as a Lead Paraplanner after spending four years in the financial industry earlier in her career. Haley attended Austin Peay State University where she studied elementary education. She found the corporate world intriguing and changed career paths, giving her the opportunity to make a difference outside of the classroom. Haley has
April Dunn
Front Desk Manager & Administrative Assistant
April has returned to the Brogan Financial team as our Front Desk Manager and Administrative Assistant after spending several years homeschooling her children and working part-time. The Brogans are thrilled to have her back hosting clients, answering and directing calls, and assisting our team with her expertise. She is the first connection to our clients
Karah Hopkins
Client Care Specialist
Karah Hopkins serves as a Client Care Specialist on our Operations Team and is a master of efficiency as she enjoys taking care of Clients and Advisors daily. Karah is well organized, thoughtful, and strategic when it comes to balancing the needs of the team and the clients she serves. She always has a smile and
Jordan Christopher
Client Care Specialist
Jordan Christopher has been part of the Brogan Team for several years and serves as a Client Care Specialist, taking care of both clients and advisors daily. With many years in the financial industry, her career focus has been in wealth management operations and client service. Jordan is skillful at anticipating the needs of others,
Stacy Hickman
Client Care Specialist & Operations Team Manager
Stacy Hickman joined Brogan Financial in 2019 and serves as Client Care Specialist and Operations Team Manager. With over 13 years of experience in property management, Stacy loves working with people and getting to know them through the client process. Always positive and enthusiastic, Stacy thrives in a fast-paced environment. Stacy also serves as Executive
Mark Shreve
Operations & Compliance Analyst
Mark joined the Brogan Financial family in early 2021 and brings over twenty years of financial and insurance industry experience. For the past 10 years, he has held different positions within a large independent financial planning firm and led the care of a large book of business. He is fiercely focused on providing service to
Jill Wolverton
Director of Marketing & Communications
Jill is the Director of Marketing and Communications for Brogan Financial. She works collaboratively on all marketing efforts for the company, including radio, TV, client communications, publications and community events. Originally from New Mexico, Jill has a degree in Professional Writing and over 15 years of marketing experience, including design and development, social media and
Eric Belew, AWMA™
Financial Advisor
Prior to joining Brogan, Eric spent 7 years serving the Knoxville community as a financial advisor at a Top 5 Fortune 500 company. Eric graduated with a B.S. in Business Administration from King University and has completed additional courses through the University of Tennessee as well as East Tennessee State University. Eric is an Accredited
Peter Saganski, AWMA™, CLTC®
Financial Advisor
Peter joined the Brogan Financial family in 2013 as a Financial Advisor and brings more than 25 years of financial industry experience. Prior to relocating to Knoxville, Peter was a Director of Equity and Derivative Trading with Deutsche Asset Management in New York City, NY. Peter is an Accredited Wealth Management Advisor (AWMA™) and holds
Jim Kraeske, CIS
Financial Advisor
Jim Kraeske began his financial services career in 2006 with a move to Knoxville from Nashville. He joined Brogan Financial in the spring of 2009 as a Financial Advisor. In the past decade, he’s helped to increase Brogan Financial’s presence in Knoxville. Jim holds the Certified Income Specialist (CIS) designation from the Institute of Business
Mandy Brower
Director of Corporate Affairs
Mandy serves on the Executive Team and is the Director of Corporate Affairs. She brings an enormous amount of energy as she works tirelessly to ensure that Brogan Financial, as well as Dee Dee and Jim Brogan, maintain order and organization to effectively serve clients, employees and the community. Mandy began her career managing her
Sarah Sutton, CFP®
Chief Compliance Officer
Sarah serves as Chief Compliance Officer (CCO) for Brogan Financial. Sarah earned her BBA from the University of Memphis. She also holds her Certified Financial Planner (CFP®) certification. As CCO, Sarah is responsible for ensuring Brogan Financial’s conformity with the regulatory requirements for registered investment advisors and our fiduciary duty to clients. She is responsible
Dee Dee Brogan
Co-Founder, Vice President of Operations
Dee Dee Brogan, wife of Jim Brogan, serves as an integral part of Brogan Financial as she provides visionary leadership and strategic counsel on all aspects of the organization. Alongside Jim, Dee Dee helps lead the executive, marketing, and client experience teams. Together, the Brogans work hard at cultivating an exceptional experience for clients and
Jim Brogan, MBA
President & Founder
Jim Brogan, MBA, is a well-known financial educator, author and radio talk-show host. Jim was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in serving the retirement phase of life. Jim is President and Founder of Brogan Financial and serves as its Chief
