Broker Check

Planning Department

Kimberly Brumbaugh

Founder and Managing Partner


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...

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Andrew Storti

Partner and 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...

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Andrew Scheppegrell

Financial Planner and Director of Business Development


Andrew is the "resident" advisor in our newest office in Greensboro, North Carolina which opened in August 2022. He joined Brumbaugh Wealth Management in 2018 after working as a paraplanner with a financial advisory practice in Charlotte...

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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...

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Lauren Patrick

Director of Client Experience


Lauren joined the team in 2019 as New Business Analyst and Client Services Specialist. Prior to joining Brumbaugh Wealth Management, she spent 16 years at the Lincoln Financial Group's Berwyn, Pennsylvania office. Her extensive experience..

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Richard Carson




Richard (Rick) recently merged Carson Choice Retirement Solutions, Inc., with Brumbaugh Wealth Management to further expand his team, add more office locations, and increase investment options available to clients...

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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...

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Diane Howell

Executive Assistant & Client Services Specialist


Diane is the newest member of the Brumbaugh Wealth Management team. She wears two hats--Executive Assistant and Client Services Specialist. Diane responsibilities include assisting with client service requests and business processing...

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Emily Howell

Administrative Assistant


Emily is the newest member of the Brumbaugh Wealth Management team. She joined the firm as an intern in May 2022 and transitioned to a full-time Administrative Assistant in October. Emily’s responsibilities include assisting with...

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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...

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