Get to Know my Dedicated Team

Each of us are committed to providing exceptional service. Brandon's team is a cohesive unit that work together to delegate and ensure tasks are accomplished in a timely, accurate fashion. Some team members have been with Brandon since the beginning in 2014, while others just joined his team this year!

J G

Jemma Rose Goldring

Director of Operations

T R

Tory Rakosi

Investment Operations Associate

Photo of Financial Planning Associate Olivia Beth Olguin

Olivia Beth Olguin

Financial Planning Associate