SL_PROFILE_Brumbaugh_Wealth_0120_Layout 1 1 / 13 / 20 4 : 36 PM Page 2 clients ’ attorneys and CPAs to ensure all areas of their finances are coordinated . When the markets When the planning is com - are flying high , plete and our clients ’ objec - tives are satisfied , we’ve done anybody can make our job — until the next life money . But it’s not event . ” She takes her dual roles about what you earn as coach and financial edu - cator seriously . but what you keep . “ I’ve been investing since That’s our job — it’s not I was 18 , ” she says . “ When the markets are flying high , just about making anybody can make money . money ; it’s also But it’s not about what you earn but what you keep . managing risks for clients That’s our job — it’s not just about making money ; it’s and helping those also managing risks for clients understand what clients and helping those clients understand what the the risks are . ” risks are . ” In fact , every member of — Kimberly J . brumbaugh , Brumbaugh Wealth Manage - brumbaugh Wealth management ment is committed to edu - cating clients . This includes Andrew Storti , LUTCF ® , partner and COO . Having Brumbaugh stresses started his professional career during his that it is important for teen years as well , Storti shares Brum - prospective clients to ask baugh’s strong work ethic and desire for questions and make sure “ putting clients first . ” the firm he or she chooses “ Whether a client is younger or retired , is the right fit . Once a client I love to educate , ” Storti says . “ I think it’s comes on board to work important and allows clients to get a better of Chester County , Whitford Charitable with the Brumbaugh team , relationships understanding of how we can help them . Foundation , and the Chester County and tend to last a lifetime . I believe it helps clients feel engaged and Twin Valley food banks . “ We have clients celebrating 21 years involved , too . I’m happy to share as much Seven years ago , Brumbaugh became of working with me , ” she says . “ We have information as a client would like to have . ” a member of Vistage ® Worldwide , which long - tenured clients with little turnover . ” Another example is Andrew Scheppe - enables her to gather monthly with other In addition to fostering lifelong rela - grell , a paraplanner who started with the business owners for a full - day workshop tionships with clients , Brumbaugh is driven firm as an intern . Brumbaugh says Schep - featuring guest speakers , coaching sessions , by a desire to keep learning , growing , and pegrell has been a tremendous asset in and more . This membership also reflects serving the community . Each year , for terms of helping clients ’ younger family Brumbaugh’s passion for leadership . In example , the firm chooses a charitable members with financial literacy . She points fact , she is frequently asked to speak on endeavor to support . This year’s theme : out that although college may prepare stu - topics including finance and leadership . combating homelessness and supporting dents academically , little attention is paid nt At these speaking engagements , she likes ALICE ( Asset Limited , Income Constrained , to financial planning during those years . me to share her philosophy , which she began Employed ) community members . Brum - “ We’ve designed a program as agenoted forming as a hardworking teenager , in the baugh’s group will contribute its efforts by on our website geared towards anprofes - earliest stages of her business career . It’s the supporting organizations including the sionals under 40 , to help them build Mfinan - lth same philosophy that guides her team today , Brandywine Health Foundation , Home of cial literacy , ” she says . “ We utilize specialized ea as they work with clients to realize their the Sparrow , West Chester University’s budgeting software and a customized W h ? dreams : “ All boats rise together . ” Homeless Student Program , United Way budget sheet they can relate to that takes aug into account things like rent and renter’s mb insurance , for example , versus the expenses Bru one has nearing retirement . We’ve done For more information on Brumbaugh Wealth Management , of D this so they’re not just relying on an yapp , visit brumbaughwealth.com . es trying to figure things out for themselves . ” ourt In addition , Scheppegrell has designed c Kim Brumbaugh is a registered representative of Lincoln Financial Advisors Corp . Securities and investment yadvisory an ESG ( Environmental , Social , and Cor - h services offered through Lincoln Financial Advisors Corp . , a broker / dealer ( member SIPC ) and registered apinvestment porate Governance ) investment rportfolio advisor . Insurance offered through Lincoln affiliates and other fine companies . Brumbaugh Wealth Management is og for this clientele at a reduced tcost . not an affiliate with Lincoln Financial Advisors Corp . CA Insur . Lic . 0L00781 . CRN - 2898900 - 010920 Pho SUBURBANLIFEMAGAZINE.COM JANUARY 2020 | 27
