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

Brandon Jochim

Private Wealth Advisor

Chief Executive Officer of Jochim & Associates
Learn more about Brandon Jochim

Keri Kristine Twyman

Financial Advisor

Learn more about Keri Kristine Twyman


Our team

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