Brotman Financial Group, Inc. announced that Yanni Niebuhr has been promoted to Associate Advisor.
In this new role, Niebuhr will provide technical support for the firm’s lead advisors on all client work, including handling phone calls, preparing for and attending meetings, and completing the necessary follow-up. He most recently worked in the firm’s investment operations department. Niebuhr joined Brotman Financial Group in 2011 as an intern and then a full time employee.
“Yanni has become an integral part in assisting our firm’s advisors with the financial planning process,” said Eric Brotman, President and Managing Principal, Brotman Financial Group. “His ability to work with lots of different kinds of people and his growing knowledge base make him a future leader in our industry and we’re glad he’s a part of the BFG team.”