Brogan is a Senior Wealth Advisor at RMR Wealth Builders, where he brings over 10 years of financial services experience. He provides investment management and financial planning services to businesses, individuals, and their families. A graduate of Connecticut College with a degree in economics, Brogan entered the wealth management industry in 2013.
Brogan collaborates with plan participants to organize their financial goals, assess their current situation, and offer the education and guidance needed to implement successful financial plans. Brogan holds the CFP® designation, reflecting his expertise in fiduciary-focused solutions and financial planning.