Operations

• Matt Bohrer

  Matt Bohrer started with FIM Group as a college intern in 1996. After graduating from Michigan State University with a bachelor's degree in Finance, he returned to FIM Group. Today, he is FIM Group's chief operating officer and chief compliance officer.

  Matt is responsible for day to day operational issues of all FIM service groups and trading department. As the chief compliance oofficer, Matt ensures that FIM Group meets all SEC requirements in its daily business practices.

  Matt and his wife Anne have three beautiful girls: Becca, Emily, and Grace. He recently completed his Master's of Business Administration from Lawrence Tech University.

   

   

• Linda Brzezinski

  Linda Brzezinski is our long standing veteran at FIM Group; she started with the company in May of 1980. Linda works in our client service area where she is responsible for compliance and quality control. Linda resides in Cedar and is married with one daughter and four grandchildren.

   

   

• Darshan Gulati

  Darshan Gulati has recently joined FIM Group as the quality assurance coordinator. Darshan is responsible for reviewing account transactions, monitoring trading restrictions, account reconciliation and providing financial data for compliance purposes.

  Prior to joining FIM Group, Darshan gained experience with PFPC Inc. as an investment accountant in the Mutual Fund Accounting department, based in the Philadelphia-Wilmington area.

  Darshan holds a Bachelor of Science degree in Engineering from Veer Narmad South Gujarat University and a masters degree in Finance from Philadelphia University. Darshan and his wife moved to the United States from India in 2003.

   

   

Our Team

• Barbara Wilson
  Accounting
• Amber Becker
  Accounting
• Robin Bahle
  Client Services
• Marsha Grant
  Client Services
• Meredith Gillis
  Client Services
• Sue Novak
  Client Services
• Sarah Carroll
  Client Services
• Sara Harding
  Marketing
• Matt Bohrer
  Operations
• Linda Brzezinski
  Operations
• Darshan Gulati
  Operations
• Paul Sutherland
  Portfolio Management
• Suzanne Stepan
  Portfolio Management
• Zach Liggett
  Portfolio Management
• Barry Couturier
  Retirement Services
• Russ Riker
  Technology
• Scott Hinson
  Trading
• Jon Mohrhardt
  Utopia Funds
• Kevin Russell
  Wealth Management
• Renée Egelski
  Wealth Management