Skrobonja Wealth Management, LLC

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

Shane Lee is an investment advisor representative at Skrobonja Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has also worked with Madison Avenue Securities. Prior to his advisory roles, Shane had work experience in various non-financial positions including landscaping and retail. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning services primarily for individual clients. The firm manages approximately $32.3 million across 282 accounts, utilizing a blend of fundamental, technical, quantitative, and cyclical analysis within their investment approach, and employs third-party money managers for implementation.