Meet the Team

Brandon brings a unique perspective to advising, shaped by his years as a firefighter and EMT. His experience navigating high-pressure situations informs a disciplined, client-focused approach to helping individuals achieve their investment goals.

Raised in Sonoma County and Arizona, Brandon’s early exposure to family business and wealth stewardship instilled an appreciation for long-term planning and disciplined investing. He holds a Financial Planning Certificate from UC Berkeley, a Series 65 Investment Advisor registration, and the ACCREDITED INVESTMENT FIDUCIARY® designation. He also earned degrees in Communication Studies from Sonoma State University and Business Administration from Santa Rosa Junior College.

Brandon’s approach emphasizes integrity, knowledge, and collaboration. He works closely with clients to provide guidance aligned with their values, objectives, and risk tolerance. His focus is helping clients build confidence in their investment future and pursue investment serenity through clear, disciplined strategies.

James brings a strong foundation in investing, engineering, and accounting to his role as President of NCAM Wealth Advisors. He holds degrees in Electrical Engineering from UC Berkeley and Systems Engineering from UCLA, and earned his CPA certification at Price Waterhouse. His career includes consulting for Transamerica, serving as Vice President at Wells Fargo Bank, and over 20 years as an independent CPA serving small businesses.

James is committed to client-focused guidance, integrating rigorous analysis and ethical responsibility into every recommendation. He is the author of Tax Planning for the One-Person Business and The Armchair Investor, sharing insights to help clients make informed decisions and preserve assets.

Based in Sonoma County, James enjoys family time, exploring the Western U.S., and playing bass in a local blues band. His approach reflects a dedication to integrity, education, and helping clients pursue investment confidence and long-term security.

Meet Pendergrast, the loyal and loving canine member of the NCAM Family. But wait, there's more! Before joining the family, Pendergrast rocked the streets as the daring Sebastian, leading a pack of fellow dogs. With big ears, sharp eyes, and unmatched training, nothing escapes his watchful eye at home or in the office. His transformation from street dog to cherished companion brings laughter and love to all. Pendergrast: the charismatic conductor of joy and devotion.

NCAM’s Subject Matter Experts (SMEs) are seasoned professionals with expertise in investment management, taxation, retirement, and estate considerations. They provide objective guidance and tailored strategies to help clients make informed decisions, manage risks, and pursue their investment goals with confidence.