Team profile


Who We Work With

We often work with busy couples who struggle balancing work, family time, and family finances. They’re concerned that they are missing opportunities and that their money might be going to waste. They’re frustrated that they can’t seem to find the time to tend to their finances. They’re so successful in other parts of their life and confused that something that can appear to being working for others can be so complex to them.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Divorce Financial Planning

Awards & recognition

  • Jochim & Associates, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Brandon Jochim, Ameriprise Circle of Success, 2022 - 2023
  • Jochim & Associates, Ameriprise Client Experience Award, 2022 - 2023
  • Brandon Jochim, Ameriprise Ultimate Digital Excellence Award, 2021 - 2023

Community participation

We enjoy finding ways to give back to our surrounding communities. Below is a list of some of the charities we support.