415 Eagleview Boulevard
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...
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...
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...
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...
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..
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...
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...
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...
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...
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...