Broker Check

Financial Advisors

Kathleen Benjamin, CFP®, CPA

Principal

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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®

President & Managing Principal

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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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Jaclyn Dunn, CFP®, MBA

Associate Advisor

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Jaclyn Dunn joined Brotman Financial Group in April 2018 as an Associate Advisor after working for over 8 years in the financial industry. As an Associate Advisor, Jaclyn demonstrates a keen awareness of client needs and delivering...

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Andrew Harrell

Associate Advisor

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Andrew Harrell joined Brotman Financial Group in May 2018 as an Associate Advisor. As he takes on this role, he will be assisting the firm’s lead advisors with the development and updating of financial plans. He will attend...
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Lena M. Nebel, CFP®, MSFS

Advisor

410-252-4555

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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®

Advisor

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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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Beth Nori

Associate Advisor

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Beth Nori joined Brotman Financial Group in October 2016 as an Associate Advisor. She has over four years of experience in the financial services industry, having spent three years as an Operations Specialist and one year as a Client...

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Zachary Scott, CFP®

Advisor

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Zachary Scott is a CERTIFIED FINANCIAL PLANNERTM 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...

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