Financial Advisors & Wealth Management in Westerville
The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.
Visit our Westerville location, headed by Nick Brehmer, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.
Toll Free: (617) 512-2066
Call to make an appointment
A Personal Touch to Achieve Your Goals
Our financial advisors make planning your future easier than ever before.
At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.
Find our office across from Revolution Mortgage and Navicor Group. Schedule an in-office consultation or call to speak with our local financial advisor now.
Mr. Brehmer joined Churchill Management Group in 2010 after spending four years in the retail brokerage business with Charles Schwab and TD Ameritrade as an Investment Consultant. In this role, Mr. Brehmer specialized in providing investment solutions to his clients in order to meet their specific individual financial needs.
Mr. Brehmer graduated from the Kelley School of Business at Indiana University with a Bachelor of Science degree in Business Management.
Mr. Rodgers joined Churchill Management Group in 2012 after fourteen years of experience in the financial services industry. Prior to joining Churchill Management Group, Mr. Rodgers spent seven years as an Investment Consultant with TD Ameritrade. He began his financial services career with Charles Schwab as a Business Development specialist.
Mr. Rodgers graduated from Florida State University with a Bachelor degree in Finance.
Scott M. Perkins MBA, CFP®
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.