Broker Check

Exton, PA

Call Us: (610) 458-2495

 

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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Andrew recently joined the team after working as a paraplanner with a Financial Advisory practice in Charlotte, NC. His career in the financial services industry began in 2016 after he graduated from the University of South Carolina...

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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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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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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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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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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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