How We Work
While applying the personalized attention of a boutique firm, we have access to a variety of investment and insurance products. Though we constantly adapt to our rapidly changing industry, we differentiate ourselves by adhering to our disciplined and time-honored process. We are problem solvers, strategists, and devoted advocates of your continued success.
Kimberly Brumbaugh
Founder and Managing Partner
kbrumbaugh@brumbaughwealth.com
Kim is the Founder and CEO at Brumbaugh Wealth Management, LLC and has been in the industry over twenty years. After working for a large firm in Philadelphia, Kim started her firm in 2004 with a clear vision to build a team that puts...
Andrew Storti
Partner & Chief Investment Officer
Andrew is our Chief Investment 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...
Richard Carson
Partner
Richard (Rick) recently merged Carson Choice Retirement Solutions, Inc., with Brumbaugh Wealth Managementto further expand his team, add more office locations and increase investment options available to clients. Rick has over 35 years...
Andrew Scheppegrell
Financial Planner and Director of Business Development
Andrew joined the team in 2018 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...
Christopher Martin
Director of Financial Planning
Christopher J. Martin, CFP® joined the team in 2021 as Director of Financial Planning. Chris is responsible for portfolio management and designing and implementing financial plans for new and existing...
Lauren Patrick
Director of Client Experience
Lauren comes to us from our previous broker dealers 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 Office...
Jane Hesler
Senior Operations Manager
Jane has an extensive background in financial services focusing on managing and understanding the needs of clients. She brings more than 25 years of experience working with group health, life and disability benefits and is licensed in...
Diane Howell
Executive Assistant and Client Service Specialist
Diane is the newest member of the Brumbaugh Wealth Management team. She joined the firm as an Administrative Assistant in January 2022. Diane responsibilities include assisting with client service requests, business processing, and...
Nancy Garganio
Executive Assistant & Office Manager
Nancy joined Brumbaugh Wealth Management in 2016 as an Executive Assistant and has expanded her role to include Office Manager, too. She strives to provide effective and efficient support to clients, as well as our staff. She is truly...
Emily Howell
Administrative Assistant
Emily joined Brumbaugh Wealth as an intern in May 2022 and transitioned to a full time administrative assistant in October. Her responsibilities include assisting with client service requests, business processing, and general office...