Broker Check

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 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 & Director of Marketing

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® is the newest addition to our team, joining us 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

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 and Office Manager

Nancy is our Office Manager and 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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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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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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