Broker Check

Principals

Kathleen Benjamin, CFP®, CPA

Principal

kbenjamin@brotmanfinancial.com

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

ebrotman@brotmanfinancial.com

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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Michelle Roberts

Chief Operations Officer

mroberts@brotmanfinancial.com

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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