Broker Check

Executive Team

Kathleen Benjamin, CFP®, CPA

Chief Financial Officer/Advisor

[email protected]

Kathleen Benjamin, CFP®, CPA joined Brotman Financial Group as a principal in 2015. She possesses more than 25 years of corporate and financial planning experience, and has a strong niche working with physicians and medical...

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Eric Brotman, CFP®, AEP®, CPWA®

Chief Executive Officer/Advisor

[email protected]

Eric D. Brotman, CFP®, AEP®, CPWA® is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his...

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Lena M. Nebel, CFP®, MSFS

Director of Financial Planning/Advisor

410-252-4555

[email protected]

Lena M. Nebel, CFP®, MSFS joined Brotman Financial Group as an advisor in 2018. Her primary role at Brotman Financial Group is to provide wealth management services to individuals and families...

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Yanni M. Niebuhr, CFP®

Director of Investment Operations/Advisor

[email protected]

Yanni Niebuhr is a Certified Financial Planner (CFP®) Practitioner at Brotman Financial Group, Inc. His primary roles are to collaborate with the firm’s advisory team in the development of financial planning and wealth...

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Michelle Roberts

Chief Operations Officer

[email protected]

Michelle Roberts is Chief Operations Officer of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Ms. Roberts is an original member of the Brotman Financial Group...
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