Broker Check

Team

Our expertise is matched only by our commitment to understanding your objectives and values. We believe our team-based approach to financial planning ensures a more comprehensive perspective that promotes our clients’ total financial well-being. Together, we endeavor to forge a strategic partnership built on your best interests and driven to accomplish your most ambitious, yet prudent, goals.

Kimberly Brumbaugh

Founder and CEO

Kim is the Founder, CEO and wearer of many hats at Brumbaugh Wealth Management. Kim started the firm in 2004 with a clear vision to coach clients through complex financial situations and act as a catalyst to get things done. Kim's...

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Andrew Storti

Partner and COO

Andrew is our Chief Operating Officer and Partner at Brumbaugh Wealth Management. In his role, he helps clients manage the windy road of day-to-day risk while outlining paths to financial independence. Andrew designs intelligent...

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Michael S. DiFrancesco

Director of New Business and Account Management

“Life is what happens while you’re busy making other plans.” As the Director of New Business, Michael brings over 25 years of experience to Brumbaugh Wealth Management. In addition to leading account management,...

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Lauren Patrick

New Business Analyst and Client Services

Lauren is the newest member to our team. She comes to us from the Lincoln office in Berwyn, PA where she has worked for the past 12 years. Her extensive experience includes assisting multiple planners, as well as having worked as the...

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Nancy Garganio

Executive Assistant

Nancy, a 2016 addition to the team, is the new Executive Assistant to Kim and Andrew. We fondly refer to her as the glue that keeps the office running and her teammates running on time. Hers is the voice that greets you when you call...

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Collin Williard

Intern, Advisory Services

Collin worked closely with our Investment Advisory Department and assisted Michael in opening new client accounts during the summer 2017. Collin is currently attending James Madison University, majoring in finance and will graduate...

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Leslie C. Marinaro

Coordinator, Sagemark Consulting and Private Wealth Services

Serves as coordinator for all Lincoln Financial planners and SCPWS members needing client/case support in advanced strategies, practice development, training and coaching. She is the primary contact for planners looking for support to...

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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's...

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William D. Wright

Director, Sagemark Consulting Private Wealth Services

Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Regional Planning Office. He now works on developing advanced coaching and training...

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Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. Masters in Business...

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Gregory W. Butler, ChFC®, CFP®, CLU®

Director of Financial Advisory Services

Areas of expertise include comprehensive financial, estate and business owner planning, and employee benefits. Graduated from Connecticut State University with a Bachelor of Arts degree in Economics. Served on the Board of Directors of...

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James Landry

National Financial Planning Team

James has worked in the securities and financial planning business since 1996. As a member of the National Financial Planning team, James provides Investment and Insurance product knowledge, and Estate Planning Support and training to...

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John M. Kovel, CFP®

Senior Consultant - Advisory Technical Services

Joined Lincoln Financial Advisors in July of 1999 as a Case Manager. He has fine-tuned his skills in the wealth accumulator, estate and business owner planning disciplines. In 2004, John obtained his CFP® certification and in 2010...

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Joseph Flynn, JD

Design Attorney

Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business. Graduate of Yale University...

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Lauren Olsen has worked in the areas of comprehensive financial planning, underwriting, investments, and office management with a focus on advanced underwriting.

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Nasser Ali

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland. Member of the Association of...

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Rich E. Austin

Director of Financial Advisory Services

Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives. Has conducted seminars for financial...

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Robert E. Appel, JD, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central...

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Timothy S. Johnson, JD, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...

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