Our Investment Specialists
Brian Goldman transitioned to a career in financial services from a career in sports public relations where he worked in the NHL and in college athletics. Originally from the Washington, D.C. metro area, Brian earned his Bachelors Degree from Pitt and a Masters Degree from California University of Pennsylvania. Brian resides in the Pittsburgh area with his wife and their two sons.
Kelly Bandli graduated from Alma College in 2005 with a Bachelor of Arts Degree. She began her career in financial services shortly after graduating, and has enjoyed serving clients in Northern Michigan for over 17 years. Kelly has been recognized as a top industry professional nationally with several awards during the course of her career. She enjoys helping clients achieve their retirement goals while providing world class customer service. Kelly lives in Traverse City with her husband and 3 young children. She is very active and loves the natural beauty that Michigan has to offer, including hiking, running, and biking.
John Blanck is originally from Harbor Springs, where he still lives with his wife Cathy and their three sons. They like to garden, hunt, fish, golf, and enjoy the outdoors. John graduated from Michigan State University in 1998. He now has over 20 years of experience in the industry, and in addition to being an Investment Advisor, he is the Chief Information Officer for Modern District Financial. John has been the #1 producer in the insurance industry with American Senior Benefits 6 times.
Greg Brawn graduated from Edinboro University in 2009 with a bachelors degree in Finance. He has spent the last 11 years helping clients achieve their financial goals and dreams, as a financial advisor and retirement specialist. Greg enjoys golfing and bowling and lives in Edinboro, a small town just outside of Erie.
Kendra Carano graduated from Johnson & Wales University in 2015 with a Bachelors Degree. Following in her father’s footsteps, she entered the financial services industry shortly after graduating. Kendra takes great pride in helping clients and families achieve their financial goals and setting them up for the retirement of their dreams. Kendra currently resides in Johnston, Rhode Island.
Aaron Gagnier graduated from Bryant College with a Bachelor's degree in Business in 2001. He joined the financial services industry shortly after graduation and has been providing guidance to individuals as they plan their future and assists them with achieving their goals ever since. Aaron joined Success Wealth Management from its founding in 2019. He resides in Southeast Massachusetts with his long-time girlfriend and 3 daughters.
Daniel Griego graduated from Texas State University in 2007 with a Bachelor of Arts in English and National University in 2011 with a Master of Arts. He transitioned into the financial services industry after years in insurance, leveraging his first-hand experience seeing what retirees were missing most in their retirement plans. He is a 20-plus year veteran of the Army and currently resides in Round Rock, Texas, with his wife, Jessica, and their child, Robin.
Jessica Jones started in the financial services industry in 2010. Utilizing a holistic approach to investing and planning for retirement, Jessica believes educated clients make informed and suitable decisions. She enjoys helping clients with a strategy tailored to their specific needs and goals. Jessica and her husband, Steven, reside in Ventura, California, with their son, Vaughn.