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

Tanya Yon

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