Brett Miller is a CFA® charterholder with five years of industry experience. He is currently an advisor at Birchbrook, where he has worked since 2022. Prior to joining Birchbrook, he was employed at Bangor Wealth Management and Key Private Bank. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm uses fundamental analysis and manager due diligence to tailor portfolios to clients’ objectives and risk tolerance, and offers fiduciary services including estate administration and trustee roles.

Lucie Estabrook is a Series 65-licensed financial advisor at Birchbrook with 15 years of industry experience. She has been with Deighan Wealth Advisors since 2010. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence in its investment process and offers fiduciary and estate-administration services, often providing trustee services without a separate fee.

Jennifer Eastman is a financial advisor at Birchbrook with six years of industry experience. She holds a Series 65 designation and previously worked at Rudman Winchell for eight years before joining Birchbrook in 2018. Outside of her advisory role, she is involved in legal services. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence, offers fiduciary and estate-administration services, and provides tailored portfolios including ESG-focused options.

Charles Mussallem is a CFA® charterholder with two years of industry experience. He has worked at Birchbrook since 2023 and previously was involved with JM Family Trust and Mussallem Galleries. Outside of his advisory role, he is active in Mussallem Galleries, where he selects paintings and rugs for the art gallery. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental equity analysis and manager due diligence, offering tailored portfolios including ESG options, and provides fiduciary and estate-administration services often without separate trustee fees.

Jenifer Butler is a financial advisor at Birchbrook with 23 years of industry experience. She holds the CFP® and CFA® designations and has worked at Birchbrook since 2021, following a 27-year tenure at Deighan Associates, Inc. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm offers investment management, financial planning, fiduciary services, and estate administration, with an investment process focused on fundamental analysis and manager due diligence, including ESG-focused portfolios.