The Team

Brostrom and Berlin Wealth Management
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

Dennis M Gurtz

Dennis M Gurtz

Financial Advisor

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Designations

MBA, CFP®, CFA

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

MBA, University of Maryland, B.S. Accounting, University of Maryland

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D Pilar Robinson

D Pilar Robinson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

B.S Economics, Pennsylvania State University

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Nathaniel Massey

Nathaniel Massey

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.S. Accounting, George Mason University

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Our Staff

Julie Bonvillain

Julie Bonvillain

Paraplanner

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Qualifications

  • B.S. Finance, University of Maryland University College
  • Series 6, 7 and 66 licensed
  • MD Life and Health Licensed
  • MD Notary Public

Roles & Responsibilities

  • Manages financial planning process for assigned clients
  • Event and marketing coordinator
  • Client Relations Specialists
Drew Culver

Drew Culver

Financial Planning Analyst

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Qualifications

  • CFP™
  • B.S Applied Economic Management, Virginia Polytechnic and State University
  • Series 7 and 66 licensed

Roles & Responsibilities

  • Assists the advisors with client meetings and follow up
  • Investment Research
  • Financial planning research and data imput
Victoria Bonvillain

Victoria Bonvillain

Intern

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Roles & Responsibilities

  • Greets clients, answers telephones and schedules appointments
  • Processes incoming mail
  • Supports the financial planning team