Brandon Ross is a financial advisor at FLC Capital Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Bellatore Financial for nine years. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets and emphasizes fiduciary duties, client-specific asset allocation, and risk tolerance through a combination of strategic and tactical investment approaches.

Daniel Neil is a CFP® professional with 25 years of experience in financial advising. He has been with FLC Capital Advisors since 2001 and previously worked at Securities America, Inc. His activities include assisting with the management of commercial real estate for a family member. FLC Capital Advisors provides asset management, investment consulting, and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a combination of asset allocation, fundamental analysis, mutual funds, ETFs, and third-party manager due diligence to tailor portfolios according to clients’ risk tolerances and time horizons.

Max Briggs is a CFP® with 29 years of experience in the financial industry. He is the President and CEO of FLC Capital Advisors and has held leadership roles at Securities America, Inc. and Max Briggs Insurance. Briggs also serves as Chairman of the Board for First Foundation Inc. and First Foundation Bank. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities, providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm emphasizes fiduciary responsibilities and client-specific asset allocation, managing approximately $710 million in assets with a small advisory team.

Jeremy Ofseyer is a financial advisor at FLC Capital Advisors with 12 years of industry experience. He has been associated with FLC Capital Advisors since 2013 and also operates the Law Office of Jeremy J. Ofseyer. Outside of his advisory and legal work, he is the sole owner and managing member of 7400H LLC, which manages a commercial property that partially leases office space to his firm. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets with a focus on fiduciary duties, client-specific asset allocation, and risk tolerance, utilizing a mix of equities, fixed income, mutual funds, ETFs, and third-party managers.