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Our History

History Timeline
Yanni Niebuhr Becomes Principal2019Yanni Niebuhr became a principal and shareholder when he was named Director of Investment Operations in January 2019. 
Lena Nebel Becomes Principal2019Lena Nebel became a principal and shareholder when she was named Director of Financial Planning in January 2019.
Brotman Financial Group Launches BFG Financial Advisors2019Brotman Financial Group, Inc. announces the launch of BFG Financial Advisors.
Amanda Pancake Joins Brotman Financial Group2018Amanda Pancake joined Brotman Financial Group as a member of the investment operations team in July 2018.
Dan Halla Joins Brotman Financial Group2018Dan Halla joined Brotman Financial Group as an Insurance Operations Associate in July 2018.
Daniel Baker Joins Brotman Financial Group2018Daniel Baker joined Brotman Financial Group as a member of the investment operations team in June 2018.
Andrew Harrell Joins Brotman Financial Group2018Andrew Harrell joined Brotman Financial Group as an Associate Advisor in May 2018.
Jaclyn Dunn Joins Brotman Financial Group2018Jaclyn Dunn joined Brotman Financial Group as an Associate Advisor in April 2018.
Monica Pozuc Joins Brotman Financial Group2018Monica Pozuc joined Brotman Financial Group as a member of the investment operations team in January 2018.
Lena Nebel Joins Brotman Financial Group2018Lena Nebel joined Brotman Financial Group as an advisor in January 2018.
Rachael Bayne Joins Brotman Financial Group2017Rachael Bayne joined Brotman Financial Group as a member of the investment operations team in August 2017.
Beth Nori Joins Brotman Financial Group2016Beth Nori joined Brotman Financial Group as an Associate Advisor in October 2016.
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.
Yanni Niebuhr Becomes Advisor2015Yanni became a Certified Financial Planner (CFP®) Practitioner in 2015.
Jen Palumbo Joins Brotman Financial Group2015Jen joined Brotman Financial Group as a client relations associate in July 2015.
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.
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.
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.