Broker Check

Advisory Board

As Brotman Financial Group continues to grow, we are always open to new ideas as to how we can improve our client experience.  That's why we rely on an advisory board of trusted individuals to lend us their perspectives on many of our executive decisions. Feel welcome to get in touch with one or more of our advisory board members listed below to provide suggestions that they can bring to our next board meeting.

Tina Beliveau

The Beliveau Group of Keller Williams Legacy

(410) 948-0099

tina@thebeliveaugroup.com

Tina Beliveau is the Founder of The Beliveau Group. A Baltimore native, Tina is enormously driven and is a gifted marketer, salesperson, and leader. Her business philosophy is that every client deserves diligent work, detailed...

Judy Berman

Berman & Associates

410-206-5671

judyberman7@gmail.com

Judy Berman is a marketing consultant and leadership coach with more than 20 years of progressive experience at Dow Jones/The Wall Street Journal, the Chicago Tribune and most recently the Baltimore Sun Media Group (BSMG). As the...

Harold E. Fox, M.D., M.Sc., FACOG

HFOX@jhmi.edu

Harold (Hal) is a Professor Emeritus and Director Emeritus of the Department of Gyn Ob at the Johns Hopkins University School of Medicine. He is board certified in Ob Gyn and Maternal Fetal Medicine. Dr. Fox has been in senior...

Ed Greenbaum

ed_greenbaum@uhc.com

Ed has been in the insurance business for 30+ years and currently is the VP of Sales (Key Accounts) for UnitedHealthcare Mid-Atlantic. Ed is responsible for all aspects of new client acquisitions and training & development of the sales...

Daniel G. McMullen

301-928-8717

dmac262@gmail.com

Dan McMullen retired in 2016 after 25 years at Micro Focus, an enterprise software vendor which in that time grew from a small, privately held firm to a public company with annual revenues of $800 million. He held a variety of...

Rich Polt

Acknowledge Media

617-699-9144

rich@acknowledgemedia.com

Rich Polt helps families and institutions preserve their legacies as a film producer, communicator and speaker. As founder of Acknowledge Media, Rich creates documentary-style movies built on conversations with loved ones. These movies...

Judith Richter

410-493-3255

andromeda12@comcast.net

Judy Richter retired from the Center for Medicare and Medicaid Services in 2014, where she worked as a policy analyst for the Medicare program. She holds a J.D. from the University of Maryland School of Law and a B.A. in English...

Michael Roth

mroth@offitroth.com

Michael is President of Offit and Roth, PA, a full service accounting firm. Michael joined Offit and Roth in 1999 after graduating with a bachelor of science in accounting from the Robert H. Smith Business School at the University of...

Mary Ellen Russell

aquacollage@gmail.com

Mary Ellen Russell works as an attorney in the Social Security Administration’s Office of the General Counsel, where she defends the agency in disability benefits litigation and provides legal advice on program matters. She holds...

Jill A. Snyder, Esq.

Law Office of Jill A. Snyder, LLC

410-864-8788

jill@snyder-law.net

Jill Snyder is an estates and trusts attorney at the Law Office of Jill A. Snyder, LLC. Jill serves on the Board of Directors of the First Maryland Disability Trust and the Planned Giving Advisory Council for the Kennedy Krieger...

Phoebe Stein

Maryland Humanities - Executive Director

410-685-0095

pstein@mdhumanities.org

Phoebe Stein joined Maryland Humanities as Executive Director in July 2008, where she directs governance, programming, grant making, marketing, fundraising, planning, and government relations efforts. As a nonprofit organization with a...

Mike VanderVat

mvandervat@veneratio.com

Mike VanderVat is currently serving as the Senior Director of Information Technology for the Sheppard Pratt Health System. As Senior Director of IT, Mike is responsible for leading all technological initiatives at Sheppard Pratt and...

Jolie Gelman Weinberg

jgw@wsfamilylaw.com

Ms. Weinberg earned her Juris Doctorate from the Georgetown University in Washington, D.C. where she served on the Georgetown Journal of Legal Ethics. Prior to that, she graduated with honors from Ohio State University with a...