EH FINANCIAL GROUP - Key Persons

Brandon is an enthusiastic and personable person to add to the EH Financial Group Family. With a Bachelor's degree in Business Management he is dedicating his time to learn and further improve his knowledge in the business finance industry. Brandon's role as in Administration at EH Financial involves day to day administrative functions as well as providing office, adviser and client support. He is looking forward to learning the the many different routes that can taken in business. He will hone these skills and new ones along the way to expand his knowledge in the field to better serve the practice and more importantly, our clients. He is currently expanding his knowledge in not only the business industry, but also the technology industry as well. Brandon was born and raised in a small town called Gilroy in Northern California. He speaks English and Vietnamese and is eager to learn more languages. Brandon enjoys looking for new places to eat, traveling, exploring new video games, and taking afternoon naps. If you can't find him in the office, he is most likely lounging around at a Boba shop.

Job Titles:

• Financial Adviser

Mr. Murphy joined Geneos Wealth Management in 2023. Prior to joining Geneos, he was a Registered Advisor with Financial Pointe since 2013 as a Registered Advisor. Financial Pointe uses SagePoint Financial as their Broker/Dealer. Prior to joining Financial Pointe, Brian was a Financial Advisor with Morgan Stanley Smith Barney, and its predecessors, from 2009 through 2012. Prior joining Morgan Stanley Smith Barney, Brian was a Vice President - Strategy & Research with a Registered Investment Advisor for four and a half years. Prior to his RIA experience, Brian was a Trader/Analyst at Deutsche Bank Alex. Brown and a Trust Sales Associate at Wells Fargo Private Client Services. Brian graduated from the University of Washington with a B.A. in Political Science. Brian also graduated from San Diego State University with a M.S. in Finance and Tax Planning while earning his CFP® certification. In addition, he earned his MBA, with honors, from the Anderson Graduate School of Management at UCLA while also earning the J. Fred Weston Award for Academic Excellence in Finance. In addition to obtaining required securities licensing exams, (Series 7 and Series 65), Brian also obtained his life insurance license (0E29291). While attending the Anderson School of Management, Brian studied option pricing methodologies, fixed income strategies, and real estate valuation. Brian stays active with the UCLA Anderson Alumni Association and is an avid fan of the University of Washington football and basketball programs along with the Manchester City Football Club.

Job Titles:

• Financial Adviser
• Founder
• President

Emmy is the founder and president of EH Financial Group, Inc. in San Gabriel, California. With over 24 years of experience as a financial and investment professional, Emmy specializing in retirement planning, estate and tax planning,... Emmy is the founder and president of EH Financial Group, Inc. in San Gabriel, California. With 25+ years of experience as a financial and investment professional, Emmy focuses on retirement planning, estate and tax planning, investments and insurance. Emmy's background is three-pronged: she has earned an MBA, is an Attorney at Law and a Certified Financial Planner TM practitioner. She possesses an uncommon breadth and depth of knowledge of the financial industry. Emmy is currently a practicing attorney in the State of California. She is registered with the CFP® Board of Standards and is a member of the Financial Planning Association and the American Bar Association. Emmy believes in being trained with the most current asset management tools and resources available. Her seminars are widely attended by employees and retirees of Coca-Cola, Rockwell, Metro Transit Authority, Department of Water and Power and Southern California Edison. At EH Financial Group, integrity and commitment are paramount. Emmy provides comprehensive on-going service customized to meet each client's individual goals and objectives. She incorporates a tax advisory viewpoint with investment and estate planning. Her mission is to empower her clients to reach financial independence, preserve their family's assets and attain their retirement dreams. On a personal note, Emmy resides in the city of Monrovia. She serves as an immediate past president of the Rotary Club of San Gabriel. Emmy's guiding principal is that we reap what we sow. In order to get the most value out of life, we must invest ourselves in the success of the greater community. Emmy is an animal lover and enjoys raising her two adorable dogs: Goldie, an adorable Pekingese, and Bruiser, an energetic English Bulldog who's fast becoming our company mascot. Her hobbies include ballroom dancing, day-long hikes and old films.

Job Titles:

• Financial Adviser
• Financial Advisor

Jason is a licensed financial advisor and has been in the financial services industry for over 20 years. He began his career working for an insurance brokerage firm, obtaining licenses in property & casualty, life, accident & health and variable life and variable annuity. Jason went on to expand his financial acumen working for JPMorgan Chase Bank for over 10 years where he worked as a Private Client Advisor until leaving to join forces with Emmy at EH Financial in November of 2022. He is passionate about providing first class service and advice to his clients and helping them achieve the financial goals they have set for themselves and their families. A firm believer in the Golden Rule, he approaches his clients' needs and concerns as if they were his own. This dedication to his clients has provided him not only their trust, but also lifelong relationships that are of the utmost importance to him. Jason has been happily married for 17 years to his lovely wife, Marianne. They have two daughters: Melodi (16) and Julianna (11), both of whom love musical theater, horseback riding and scholastics. Their family grew by one in late 2021 and they could not be happier with their black English Labrador, Hudson, who makes sure there is rarely a dull moment in the house. The Campbell family enjoys their time together with trips to the zoo, hiking the various foothills of the Los Angeles basin, road trips to visit family in Oregon, and swimming. Jason enjoys playing guitar in his spare time and is an avid basketball fan.