Our Team
Brandon Epp
President
Brandon Epp, CFP, is the President of McCurdy Financial Planning Inc., bringing nearly 15 years of experience in wealth management and a BBA in Finance to his leadership role.
Farideh Mohsenabadi
Administrator
Farideh Mohsenabadi brings decades of experience in the financial services industry, with a strong background in administrative operations and team leadership.
Alexander Wylie
Financial Planning Associate
Alexander Wylie is a Financial Planning Associate who supports advisors with meeting preparation, client plan development, and responding to client inquiries.
Stella Oh
Financial Administrator
Stella is a Senior Financial Administrator who joined the team in early 2021, bringing six years of specialized experience in trade finance and export documentation
Priscilla Pozos
Front Desk Coordinator
Priscilla brings a strong background in administration and client service, with experience spanning both government and financial services sectors.
Jasmine Jones
Financial Administrator
Jasmine is dedicated to enhancing efficiency and streamlining processes to support the team’s growth while delivering exceptional client experiences.