Brotman Financial Group, Inc., is very pleased to announce that Lena Nebel, CFP, MSFS is joining our firm this week as a Financial Advisor. Lena will work with existing principals Eric Brotman, CFP, AEP, CPWA and Kathleen Benjamin, CFP, CPA to assist the firm in providing wealth management services to individuals and families.

Prior to joining Brotman Financial Group, Lena worked for Keeney Financial Group for almost 15 years as a Wealth Advisor and the Director of Financial Planning. Her passion for the financial planning process and community is demonstrated through her commitment to the Maryland Chapter of the Financial Planning Association, where she was awarded the Leadership Award, served on the board of directors and became the chapter’s first female president in 2007.

“We have known Lena for almost 15 years and have worked with her closely through our roles at the Financial Planning Association of Maryland. We are incredibly excited to have her join our team and we know our clients will benefit greatly from her experience,” says Eric Brotman, president and managing principal, Brotman Financial Group. “Her extensive background in the industry enhances our firm’s overall financial planning capabilities and allows us to hire additional professionals to strengthen our team, further ensuring that we are offering the highest level of service possible to our shared clientele.”

In 1999, she graduated with a Bachelor of Science from York College of Pennsylvania where she helped establish the college’s first Investment Club. After graduation, she received her Certified Financial Planner™ Certification at The American College and her Master of Science in Financial Services degree through the Institute of Business and Finance.