Jochim & Associates

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Brandon Jochim, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Brandon Jochim

Private Wealth Advisor

Chief Executive Officer of Jochim & Associates
Visit Brandon Jochim's website
Susan McFadden, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Susan McFadden

MBA, CRPC, CDFA®, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Susan McFadden's website
Wesley Peltzer, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Wesley Peltzer

MBA

Financial Advisor

Visit Wesley Peltzer's website

Team

Keri Twyman

Keri Twyman

Operations Director

Personal Intro

Keri joined the Jochim & Associates team in 2007.

Qualifications

  • Marketing and Office Manager
  • Licensed paraplanner with Jochim & Associates
  • Point of contact for clients. Day to day support for the advisors
  • FINRA Series 7, Series 66
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Brandon Lemanski

Brandon Lemanski

Paraplanner

Personal Intro

Brandon joined Jochim & Associates in 2021. Qualifications

  • Licensed Paraplanner with Jochim & Associates
  • FINRA Series 7, Series 66

Qualifications

  • Series 7
  • Series 66
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Melissa Banks

Melissa Banks

Marketing Specialist,

Client Service Coordinator