Meet Investment Services.

As Investment Support Representatives with over 45 years of combined industry experience, our expertise lies in our ability to assist Self-Managed clientele with all aspects of their account servicing needs.

• Account openings & maintenance
• Account research & resolution
• Cost basis information
• Equity & mutual fund trades
• Corporate actions such as stock splits and tender offers

In our role, we also serve as a liaison between members and our Financial Advisors, providing back-up support for managed accounts. If you do not currently work with an advisor but are considering doing so, we can assist you with the completion of a needs assessment to identify a representative best suited for you.

Team 

Makara Hang
Investment Support Representative, Sr., RJFS
Insurance License #0C90729

My journey in the Financial Services industry began in 1996. Over the years, I've had the pleasure of working as a Business Banker at California Federal Bank and as an Investment Representative at Wachovia Bank and Washington Mutual. Since 2000, I've been part of Addison Avenue Investment Services.

I love sharing my passion for investing with others, especially because I grew up in a family of great savers who weren't as familiar with investments. To me, understanding finances, creating a solid plan, and sticking to it are crucial to obtaining financial stability and achieving goals.

When I'm not working, my family and I enjoy traveling and staying active. 

Steven Kurta
Investment Support Representative, RJFS
Insurance License #0G09801

I’ve been in the financial services industry since 2007. Prior to joining Addison Avenue, I was a Financial Advisor for AXA Advisors. My favorite part of this career is educating people about the steps they can take now to make their family situation better and inspire them to set new goals.

Outside of work, I enjoy spending time with my wife and sons. As a family, we enjoy hiking, traveling, movies, and playing music.

Brandy A. Belandres
Investment Support Representative, RJFS

With more than 15 years in the financial industry, I bring tenure and knowledge to my career at Addison Avenue Investment Services. I am passionate about assisting clients with their financial questions and goals. It’s nice to provide knowledge to others that can have a positive impact on their lives.

I graduated from Chico State, and University of Colorado. I have a Bachelor’s degree in both History and Economics, an MBA, and a Master’s in Clinical Psychology with an emphasis on marriage and family therapy. 

Outside of work, I volunteer for a local veteran mental health organization. When not working, my kids and I spend our weekends biking around beautiful San Diego. We also love to travel and have visited 49 of the 50 states so far – with only North Dakota left on the list.

Raymond James Corporate
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