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 Jim Brogan is a well-known financial educator, author and radio talk-show host. On the weekends, Jim is the host of East Tennessee’s leading resource for citizens over age 50, More LivingTM with Jim Brogan. This interactive talk show can be heard Sunday mornings from 7:00 - 8:00 am on WOKI-FM NewsTalk 98.7. Every Sunday, Jim and his nationally-recognized guests address a broad range of issues of importance to retirees or soon-to-be retirees. Well Preserved with Jim Brogan is about living the best years of your life, your way.
During the week, Jim serves as President and Founder of Brogan Financial Retirement and Legacy Planning, a business he has dedicated to serving the unique and often complex needs of those near retirement. Jim also teaches classes through the professional and personal outreach program at the University of Tennessee and Pellissippi State Technical and Community College.
Because of his extensive knowledge and experience, Jim is recognized as one of the nation’s top experts on the IRS’s complex rules governing retirement account distributions.
Jim’s firm, Brogan Financial, is a Registered Investment Advisor. Jim is Board Certified in Estate Planning and is a Certified Retirement Financial Advisor, and he holds his Master’s Degree in Business (MBA) from The University of Tennessee.
Jim is a lifelong East Tennessean. He resides in Knoxville with his wife, Dee Dee, and children, Mary Caroline and Elizabeth Grace. |
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Jim Kraeske began his financial services career in 2006 with a move to Knoxville from Nashville. He joined Brogan Financial in the spring of 2009 as an Investment Advisor Representative.
Jim recently earned the Certified Income Specialist designation, CISTM, from the Institute of Business and Finance. He also holds a Bachelor of Science in Business Administration from The University of Tennessee and is a former small business owner.
Originally from Clarksville, Tennessee, Jim resides in Oak Ridge with his wife Angie and children Emily and Natalie. In his spare time, he enjoys hiking and exploring the beauty of East Tennessee with his family. |
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 Seth Owen joined the Brogan Financial team in May of 2009 and is currently the Operations Manager. He is responsible for overseeing clients’ needs and requests, handling trades, assisting with the company’s compliance obligations and overall managing the day-to-day operations.
Seth began working in the financial services industry in 2005. Prior to joining Brogan Financial, he worked as an Investment Advisor Representative in Jacksonville, Florida, where his parents currently reside. Prior to his move to Florida, he worked in Santa Monica, California, as a Registered Principal for a small broker dealer earning his series 7, series 66 and series 24 security licenses.
Seth graduated from Middle Tennessee State University with a Bachelor of Science Degree and was born and raised in Western Kentucky. He enjoys playing sports and spending time outdoors visiting with family and friends. |
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Audrea Matherly began her career in the financial services industry in 1997 and came to Brogan Financial in 2006. As a Client Service Associate, she processes and tracks all business, often works directly with clients and provides a broad range of support to financial advisors.
Audrea graduated from nursing school, and has lived all over the country as the wife of a retired Army First Sergeant. Her son Philip is currently serving in the Army on a combat trauma team.
Originally from Charlotte, North Carolina, Audrea lives in Knoxville with her husband Jeff and their dog Changis. She is involved at Temple Baptist Church and enjoys spending time outdoors, cooking, singing and swimming. |
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