Broker Check

Our History

History Timeline
BFG Merges with Benwood Financial / Kathleen Benjamin2016Kathleen Benjamin, became a principal and shareholder when she merged her firm, Benwood Financial Group, in Cincinnati, Ohio, with Brotman Financial Group in January 2016. She currently handles the oversight of the Insurance Operations department and collaborates with the COO in operations management.
Kevin Appler Joins Brotman Financial Group2015Kevin joined Brotman Financial Group as an Associate Advisor in December 2015. In his present role, Kevin provides technical support for the firm’s lead advisors on all client work, including handling client inquiries, preparing for and attending meetings, and serves as a Certified Financial Planner (CFP®) Practitioner .
Jen Palumbo Joins Brotman Financial Group2015Jen joined Brotman Financial Group as a client relations associate in July 2015.
Michelle Roberts Becomes Principal2014Michelle became a principal and shareholder when she was named Chief Operations Officer in July 2014.
Zack Scott Joins Brotman Financial Group2014Zack joined Brotman Financial Group as an intern in January 2014, while completing his final semester at Loyola University Maryland. In June 2014, after graduating, he accepted a full-time position in the firm's investment operations department. Zack currently serves as an associate advisor.
Kelsey Coulter Joins Brotman Financial Group2013Kelsey joined Brotman Financial Group in the insurance department in June 2013.
Akram Ibrahim Joins Brotman Financial Group2013Akram joined Brotman Financial Group in the investment operations department in June 2013.
Brotman Financial Group Moves to 16 Greenmeadow Drive2012Brotman Financial Group moved to a larger office space to accommodate the firm's growth in December 2012.
Sara Lentz Joins Brotman Financial Group2012Sara joined Brotman Financial Group as a client relations and marketing associate in November 2012.
Becky Hartnett Joins Brotman Financial Group2012 Becky joined Brotman Financial Group in the investment operations department in January 2012.
Yanni Niebuhr Joins Brotman Financial Group2011Yanni joined Brotman Financial Group as an intern in June 2011, and accepted a full-time position in the firm’s investment operations department later that year. Yanni currently serves as a Certified Financial Planner (CFP®) Practitioner .
Michelle Roberts Joins Brotman Financial Group2003Michelle, an original member of the Brotman Financial Group team, joined at the firm's inception in 2003.
Eric Brotman Launches Brotman Financial Group2003Brotman Financial Group is launched in October 2003 as a comprehensive financial planning and wealth management firm, dedicated to helping busy, successful professionals and families plan to manage, preserve and grow their wealth.

Eric Brotman Begins his Financial Planning Practice in Baltimore

1994Eric began his financial planning practice in Baltimore in December 1994. For over two decades he has provided investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.