Advisors at this firm
Daniel G
Series 65
Holland, MI
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 V
Series 65
Holland, MI
Branch Capital Management
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 J
Series 65
Holland, MI
Branch Capital Management
John Joliat is a financial advisor at Branch Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Branch Capital since 2011. Outside of advisory work, he is the owner of SNG Real Estate Holdings, LLC, a real estate investment business. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis for approximately 66 client relationships. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical, focusing on non-transaction-fee mutual funds, ETFs, and occasional individual securities.
