Jochim & Associates

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



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®, APMA®

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