Brumbaugh Wealth Management, a strategy-driven firm based in Exton that creates comprehensive and flexible financial solutions that help pursue the needs of today while laying the foundation for tomorrow, has added administrative assistant Diane Howell to its fast-growing team.

A detailed-oriented and creative professional, Howell will assist with client service requests, business processing, and general office tasks. She brings with her a wealth of experience in client service and team management.

“Diane has a great background in working with a number of companies from administrative and customer-service roles to sales and management of small teams,” said Kim Brumbaugh, the CEO of Brumbaugh Wealth Management. “She’s organized, committed to her work, accountable, has a great work ethic, and is easy to work with. We’re delighted to have her join our team.”

Howell lives in Honey Brook with her husband, Jesse, and their four daughters. She enjoys spending time outdoors, specifically kayaking and walking.

“Brumbaugh Wealth Management is a great place to work, and I’m happy to be here,” said Howell, who joined the firm in late January. “There’s a lot of camaraderie, and everyone is big on the notion of team.”

Brumbaugh Wealth Management’s mission is to help secure people’s financial futures by understanding their unique position and providing personalized solutions for their needs. Its purpose is simple — to help people live better lives.

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Brumbaugh Wealth Management
415 Eagleview Boulevard, Suite 110, Exton, PA 19341
610-458-2495
www.brumbaughwealth.com

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Registered Representatives and members of ensemble practice offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other entity.