Branch Capital Management

Daniel Gillett is a financial advisor at Branch Capital Management with a Series 65 credential and one year of industry experience. He has served in various roles outside finance, including long-term involvement with the Ottawa County Sheriff, Holland Township Fire Department, and the Singers Crusaders Chorus. He also provides counseling and stress management services for first responders through his sole proprietorship, Heritage Support Services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical advisory firms.

Dean Vanderzee is a financial advisor at Branch Capital Management with three years of industry experience. He holds a Series 65 credential and has been the owner and accountant at Vanderzee, LLC since 2004, providing tax and accounting services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment discipline focused on frequent asset-allocation adjustments and provides more frequent reporting than the typical quarterly schedule.

John Joliat is a financial advisor at Branch Capital Management with 14 years of industry experience. He holds a Series 65 designation and has been with Branch Capital Management since 2011. Outside of his advisory role, he is the owner of SNG Real Estate Holdings, LLC. Branch Capital Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm employs a proprietary technical investment approach with frequent asset-allocation adjustments and integrates financial planning as part of its investment management service.