Our Team

Advisors and Financial Professionals

Kobe Bolanos, CFP®

Associate

Eric Brotman, CFP®, AEP®, CPWA®

Principal & Chief Executive Officer

Eric D. Brotman, CFP®, AEP®, CPWA®

Principal & Chief Executive Officer

Manny Essien, CFP®

Associate

Claudia Glover, CFP®, CIMA®, MSFP

Advisor & Chair of the Investment Committee

Advisor & Chair of the Investment Committee

Advisor

Lena M. Nebel, CFP®, MSFS

Principal, President, & Chief Operating Officer

Principal, President, & Chief Operating Officer

Yanni M. Niebuhr, CFP®

Principal & Chief Investment Officer

Principal & Chief Investment Officer

Advisor

Operations Team

Coral Bruce

Director of Operations

Coral Bruce

Director of Operations

Hannah Buckenmaier

Client Relations Associate

Hannah Buckenmaier

Client Relations Associate

Jonathan Flink

Client Service Associate

Jonathan Flink

Client Service Associate

Daniel Halla, CLU®, CLTC®

Senior Client Service Associate

Daniel Halla, CLU®, CLTC®

Senior Client Service Associate

Rebecca Hartnett, WMS℠

Senior Client Service Associate

Rebecca Hartnett, WMS℠

Senior Client Service Associate

Akram Ibrahim, APMA®, MSFS

Senior Client Service Associate & Lead Trader

Akram Ibrahim, APMA®

Senior Client Service Associate & Lead Trader

Joseph Mills, CFP®

Client Service Associate

Joseph Mills, CFP®

Client Service Associate

Beth Nori, CFP®

Senior Client Service Associate

Beth Nori, CFP®

Senior Client Service Associate

Kirby Ososki

Client Service Associate

Kirby Ososki

Client Service Associate

Jennifer Palumbo

Client Relations Associate

Jennifer Palumbo

Client Relations Associate

Amanda Pancake

Client Relations Associate & Director of Community Impact

Amanda Pancake

Client Relations Associate & Director of Community Impact

Rowan Rice-Assenza

Client Service Associate

Rowan Rice-Assenza

Client service associate

In Managed Assets
as of 7/2024
$ 0 M+
Unique Designations
0
CFP® Practictioners
0
Families Served Throughout the US
0 +

Designations

We value professional education and are proud of the designations and certifications earned by our team. Click on a badge below to learn more about it.