OUR TEAM
JASON BRANDT
FINANCIAL PLANNER
As a dedicated financial planner, I am committed to helping individuals and businesses achieve their financial goals. Through personalized strategies and expert guidance, I strive to provide my clients with the peace of mind that comes from knowing their financial future is secure.
EDUCATION
MBA in Finance, University of California, 2020
BA in Economics, Stanford University, 2018
CERTIFICATIONS
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
PROFESSIONAL MEMBERSHIPS
Financial Planning Association
National Association of Personal Financial Advisors
COMMUNITY INVOLVEMENT
Mentor, Junior Achievement
Volunteer, Financial Literacy Workshops
I am passionate about empowering individuals to make informed financial decisions. Contact me today to start your journey towards financial success.
CARLA MATTHEWSON
FINANCIAL ADVISOR
With a wealth of experience in financial consulting, I am dedicated to guiding my clients towards financial stability and prosperity. My personalized approach and in-depth market knowledge allow me to tailor strategies that align with each client's unique financial objectives.
EDUCATION
MS in Financial Management, New York University, 2012
BS in Accounting, University of Michigan, 2010
CERTIFICATIONS
Chartered Financial Consultant (ChFC)
Retirement Income Certified Professional (RICP)
PROFESSIONAL AFFILIATIONS
Financial Planning Standards Board
Society of Financial Service Professionals
COMMUNITY ENGAGEMENT
Financial Literacy Advocate
Fundraiser, Local Charitable Organizations
I am committed to helping individuals and families build a secure financial future. Get in touch with me to explore your financial opportunities.
RICHARD SMITH
INSURANCE SPECIALIST
DEBBIE LARSEN
RETIREMENT PLANNING EXPERT
BARRY MILES
TAX STRATEGY CONSULTANT
SERVICES OFFERED:
Life Insurance, Property Insurance
SERVICES OFFERED:
Retirement Plans, Pension Consultation
SERVICES OFFERED:
Tax Planning, Business Tax Compliance