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



Our advisors

Advisor photo for Brandon Jochim

Brandon Jochim

Private Wealth Advisor

Chief Executive Officer of Jochim & Associates
Learn more about Brandon Jochim
Advisor photo for Wesley Peltzer

Wesley Peltzer

MBA, APMA

Financial Advisor

Learn more about Wesley Peltzer


Our 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 Specialist