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.
Priscilla Pozos
Front Desk Coordinator
Priscilla brings a strong background in administration and client service, with experience spanning both government and financial services sectors.