Brian M. Broberg

Brian M. Broberg

Founder/President
Financial Advisor
717-235-5565
  • A native of Southern California
  • US Naval Academy graduate, BS Engineering
  • Served as a Captain in United States Marine Corps
  • 28 years in the investment business
  • Served on various non-profit boards
  • Served on advisory council for a Washington-based think tank: Insured Retirement Institute
  • Served on a Congressional Service Academy Selection Board
  • Teaches geopolitical and economic classes for Osher Lifelong Learning Institute at Penn State York
  • Married for 30 years, Two adult children
  • Started writing a book in 2008. Completion date: 2022
  • Churchman
  • Professional licenses/certifications – Series 7, Series 63, Series 65, Series 24, Life and Health Insurance license

One of his favorite quotes is:

“Success is not final; failure is not fatal. It is the courage to continue that counts.”

Winston Churchill