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

Brandon Jochim

CRPC®

Private Wealth Advisor

Chief Executive Officer of Jochim & Associates
Visit Brandon Jochim's website
Susan McFadden

Susan McFadden

MBA, CRPC®, CDFA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Susan McFadden's website

Team

Keri Twyman

Keri Twyman

Operations Director

Qualifications

  • Keri joined Jochim & Associates in 2007
  • B.A. Western Oregon University
  • Point of contact for clients. Day to day support for Advisors.
  • FINRA Series 7, Series 66
  • Licensed paraplanner with Jochim & Associates
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Beth Burgert

Beth Burgert

Client Service Coordinator,

Marketing Specialist
Matthew Gibbs

Matthew Gibbs

Client Service Coordinator