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

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 Management to further expand his team, add more office locations, and increase investment options available to clients...

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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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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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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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