Our Team

Meet the people behind our planning approach, a group focused on listening, learning, and supporting clients through collaboration, communication, and relationships built over time together.

Jim Brogan, MBA, CES^™

President & Founder

Dee Dee Brogan

Chief Operating Officer, Vision & Strategy

Sarah Sutton, CFP^®

Chief Compliance Officer

Mandy Holley

Executive Director of Corporate Affairs

Lainie Thomas

Executive Assistant to Jim Brogan

Vickie Duncan

Director of Client & Staff Experience

Mark Shreve

Financial Advisor, Operations & Compliance Analyst

Peter Saganski, AWMA^®, CLTC^®

Financial Advisor

Eric Belew, AWMA^®, RICP^®

Financial Advisor

Brynn Pierce, MBA

Data & Compliance Analyst, Operations Team Lead

Karah Richey

Client Care Team Lead

Grace Eakin, MBA

Client Care Specialist

Cory English

Client Care Specialist

Kristen Sietins

Client Care Specialist

Jordan Eldridge

Client Care Specialist & Paraplanner

Connor McCormick

Apprentice

Jane Maikkula

Apprentice

Tyler Stermetz

Lead Paraplanner & Operations Support

Kevin Burris, MBA, CFP^®, RICP^®

Paraplanner & Operations Support

Jason Surdyk

Paraplanner & Operations Support

Mary Caroline Mackenzie, MBA

Marketing & Communications Manager

Casey Boruff

Marketing & Event Coordinator

Chara Armstrong

Hospitality Specialist

2026 BF Spring Intern Class

Ben Brandt, Liz Hooker, Morgan Smith, Ryan Craighead, Dianne Rivera, Ellie Scheinler, Flynn Pennell

img:is([sizes=auto i],[sizes^="auto," i]){contain-intrinsic-size:3000px 1500px}:root{--wp--preset--aspect-ratio--square:1;--wp--preset--aspect-ratio--4-3:4/3;--wp--preset--aspect-ratio--3-4:3/4;--wp--preset--aspect-ratio--3-2:3/2;--wp--preset--aspect-ratio--2-3:2/3;--wp--preset--aspect-ratio--16-9:16/9;--wp--preset--aspect-ratio--9-16:9/16;--wp--preset--color--black:#000;--wp--preset--color--cyan-bluish-gray:#abb8c3;--wp--preset--color--white:#fff;--wp--preset--color--pale-pink:#f78da7;--wp--preset--color--vivid-red:#cf2e2e;--wp--preset--color--luminous-vivid-orange:#ff6900;--wp--preset--color--luminous-vivid-amber:#fcb900;--wp--preset--color--light-green-cyan:#7bdcb5;--wp--preset--color--vivid-green-cyan:#00d084;--wp--preset--color--pale-cyan-blue:#8ed1fc;--wp--preset--color--vivid-cyan-blue:#0693e3;--wp--preset--color--vivid-purple:#9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple:linear-gradient(135deg,#0693e3 0%,#9b51e0 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan:linear-gradient(135deg,#7adcb4 0%,#00d082 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange:linear-gradient(135deg,#fcb900 0%,#ff6900 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red:linear-gradient(135deg,#ff6900 0%,#cf2e2e 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray:linear-gradient(135deg,#eee 0%,#a9b8c3 100%);--wp--preset--gradient--cool-to-warm-spectrum:linear-gradient(135deg,#4aeadc 0%,#9778d1 20%,#cf2aba 40%,#ee2c82 60%,#fb6962 80%,#fef84c 100%);--wp--preset--gradient--blush-light-purple:linear-gradient(135deg,#ffceec 0%,#9896f0 100%);--wp--preset--gradient--blush-bordeaux:linear-gradient(135deg,#fecda5 0%,#fe2d2d 50%,#6b003e 100%);--wp--preset--gradient--luminous-dusk:linear-gradient(135deg,#ffcb70 0%,#c751c0 50%,#4158d0 100%);--wp--preset--gradient--pale-ocean:linear-gradient(135deg,#fff5cb 0%,#b6e3d4 50%,#33a7b5 100%);--wp--preset--gradient--electric-grass:linear-gradient(135deg,#caf880 0%,#71ce7e 100%);--wp--preset--gradient--midnight:linear-gradient(135deg,#020381 0%,#2874fc 100%);--wp--preset--font-size--small:13px;--wp--preset--font-size--medium:20px;--wp--preset--font-size--large:36px;--wp--preset--font-size--x-large:42px;--wp--preset--spacing--20:.44rem;--wp--preset--spacing--30:.67rem;--wp--preset--spacing--40:1rem;--wp--preset--spacing--50:1.5rem;--wp--preset--spacing--60:2.25rem;--wp--preset--spacing--70:3.38rem;--wp--preset--spacing--80:5.06rem;--wp--preset--shadow--natural:6px 6px 9px rgba(0,0,0,.2);--wp--preset--shadow--deep:12px 12px 50px rgba(0,0,0,.4);--wp--preset--shadow--sharp:6px 6px 0px rgba(0,0,0,.2);--wp--preset--shadow--outlined:6px 6px 0px -3px #fff,6px 6px #000;--wp--preset--shadow--crisp:6px 6px 0px #000}:root{--wp--style--global--content-size:800px;--wp--style--global--wide-size:1200px}:where(body){margin:0}.wp-site-blocks>.alignleft{float:left;margin-right:2em}.wp-site-blocks>.alignright{float:right;margin-left:2em}.wp-site-blocks>.aligncenter{justify-content:center;margin-left:auto;margin-right:auto}:where(.wp-site-blocks)>*{margin-block-start:24px;margin-block-end:0}:where(.wp-site-blocks)>:first-child{margin-block-start:0}:where(.wp-site-blocks)>:last-child{margin-block-end:0}:root{--wp--style--block-gap:24px}:root :where(.is-layout-flow)>:first-child{margin-block-start:0}:root :where(.is-layout-flow)>:last-child{margin-block-end:0}:root :where(.is-layout-flow)>*{margin-block-start:24px;margin-block-end:0}:root :where(.is-layout-constrained)>:first-child{margin-block-start:0}:root :where(.is-layout-constrained)>:last-child{margin-block-end:0}:root :where(.is-layout-constrained)>*{margin-block-start:24px;margin-block-end:0}:root :where(.is-layout-flex){gap:24px}:root :where(.is-layout-grid){gap:24px}.is-layout-flow>.alignleft{float:left;margin-inline-start:0;margin-inline-end:2em}.is-layout-flow>.alignright{float:right;margin-inline-start:2em;margin-inline-end:0}.is-layout-flow>.aligncenter{margin-left:auto !important;margin-right:auto !important}.is-layout-constrained>.alignleft{float:left;margin-inline-start:0;margin-inline-end:2em}.is-layout-constrained>.alignright{float:right;margin-inline-start:2em;margin-inline-end:0}.is-layout-constrained>.aligncenter{margin-left:auto !important;margin-right:auto !important}.is-layout-constrained>:where(:not(.alignleft):not(.alignright):not(.alignfull)){max-width:var(--wp--style--global--content-size);margin-left:auto !important;margin-right:auto !important}.is-layout-constrained>.alignwide{max-width:var(--wp--style--global--wide-size)}body .is-layout-flex{display:flex}.is-layout-flex{flex-wrap:wrap;align-items:center}.is-layout-flex>:is(*, div){margin:0}body .is-layout-grid{display:grid}.is-layout-grid>:is(*, div){margin:0}body{padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px}:root :where(.wp-element-button, .wp-block-button__link){background-color:#32373c;border-width:0;color:#fff;font-family:inherit;font-size:inherit;font-style:inherit;font-weight:inherit;letter-spacing:inherit;line-height:inherit;padding-top:calc(.667em + 2px);padding-right:calc(1.333em + 2px);padding-bottom:calc(.667em + 2px);padding-left:calc(1.333em + 2px);text-decoration:none;text-transform:inherit}.has-black-color{color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-color{color:var(--wp--preset--color--white) !important}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important}.has-black-background-color{background-color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-background-color{background-color:var(--wp--preset--color--white) !important}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important}.has-black-border-color{border-color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-border-color{border-color:var(--wp--preset--color--white) !important}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important}:root :where(.wp-block-icon svg){width:24px}:root :where(.wp-block-pullquote){font-size:1.5em;line-height:1.6}#pojo-a11y-toolbar .pojo-a11y-toolbar-toggle a{background-color:#192b3a;color:#fff}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay,#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay ul.pojo-a11y-toolbar-items.pojo-a11y-links{border-color:#192b3a}body.pojo-a11y-focusable a:focus{outline-style:solid !important;outline-width:1px !important;outline-color:#f00 !important}#pojo-a11y-toolbar{top:200px !important}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay{background-color:#fff}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay ul.pojo-a11y-toolbar-items li.pojo-a11y-toolbar-item a,#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay p.pojo-a11y-toolbar-title{color:#333}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay ul.pojo-a11y-toolbar-items li.pojo-a11y-toolbar-item a.active{background-color:#192b3a;color:#fff}@media (max-width: 767px){#pojo-a11y-toolbar{top:50px !important}}.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload),.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload) *{background-image:none !important}@media screen and (max-height: 1024px){.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload),.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload) *{background-image:none !important}.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload).nitro-lazy,.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload) *.nitro-lazy{background-image:none !important}}@media screen and (max-height: 640px){.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload),.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload) *{background-image:none !important}.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload).nitro-lazy,.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload) *.nitro-lazy{background-image:none !important}}.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload).nitro-lazy,.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload) *.nitro-lazy{background-image:none !important}function mytheme_custom_excerpt_length( $length ){}.elementor-1020 .elementor-element.elementor-element-6a71a86b{--display:flex;--background-transition:.3s;border-style:none;--border-style:none}.elementor-1020 .elementor-element.elementor-element-6a71a86b:hover{background-color:var(--e-global-color-3f442e2);border-style:none;box-shadow:3px 3px 10px 0px rgba(0,0,0,.12)}.elementor-1020 .elementor-element.elementor-element-6a71a86b.e-con:hover{--e-con-transform-scale:1.1}.elementor-1020 .elementor-element.elementor-element-6a71a86b,.elementor-1020 .elementor-element.elementor-element-6a71a86b::before{--border-transition:.3s}.elementor-1020 .elementor-element.elementor-element-76fa75ca{--display:flex}.elementor-1020 .elementor-element.elementor-element-4ca40d3a{width:100%;max-width:100%}.elementor-1020 .elementor-element.elementor-element-4ca40d3a img{max-width:300px;border-radius:30px 30px 30px 30px;box-shadow:3px 3px 10px 0px rgba(0,0,0,.17)}.elementor-1020 .elementor-element.elementor-element-19df07ad{text-align:center}.elementor-1020 .elementor-element.elementor-element-19df07ad .elementor-heading-title{font-family:"cambria",Sans-serif;font-size:1.6em;font-weight:500;text-transform:none;font-style:normal;line-height:40px;color:var(--e-global-color-primary)}.elementor-1020 .elementor-element.elementor-element-19df07ad .elementor-heading-title a:hover,.elementor-1020 .elementor-element.elementor-element-19df07ad .elementor-heading-title a:focus{color:var(--e-global-color-primary)}.elementor-1020 .elementor-element.elementor-element-1cfecc30{text-align:center}.elementor-1020 .elementor-element.elementor-element-1cfecc30 .elementor-heading-title{font-family:"calibri",Sans-serif;font-size:.85em;font-weight:500;text-transform:uppercase;line-height:1.5em;letter-spacing:.07em;word-spacing:.13px;color:var(--e-global-color-text)}@media (max-width:767px){.elementor-1020 .elementor-element.elementor-element-4ca40d3a img{max-width:250px}.elementor-1020 .elementor-element.elementor-element-19df07ad .elementor-heading-title{font-size:1.8em}}@media (min-width:768px){.elementor-1020 .elementor-element.elementor-element-76fa75ca{--content-width:100%}}