Broker Check

Team

Our experience 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 pursue your most ambitious, yet prudent, goals.

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

Equity 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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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...

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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...

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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 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...

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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

Diane is the newest member of the Brumbaugh Wealth Management team. As Executive Assistant Diane's responsibilities include communicating and interfacing with clients, maintaining Kim's calendar, and providing office support to the...
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Nancy Garganio

Administrative Assistant

Nancy joined Brumbaugh Wealth Management in 2016 as an Executive Assistant and has recently assumed a more "back office" administrative role to assist with client service requests and business processing. Nancy strives to provide...
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