A Dedicated Team

With more than 44 years of combined experience, the advisors of Jochim & Associates strive to help meet the financial planning needs of successful families and business owners. Through a consultative process we help our clients balance their family, personal, and business objectives while coordinating the strengths of all their valued professionals.

  • We are focused on empowering our clients to make better financial decisions.
  • We strive to deliver a comprehensive, customized service in a simplified, accommodative way.
  • We provide access to an experienced team, working together to help with your financial needs.

Your retirement – a time of possibilities

Retirement can be a time of exciting possibilities. Will you have the income you need to support the interests and activities that are most important to you? I encourage you to watch this short video to learn about a new program that can help you feel more confident about your income in retirement.After you’ve watched the video, contact me and we can talk about how this program might be able to help you make the most of your retirement.


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My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)