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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Andre Aguado

Sr. Financial Planner

Andre began his career in the Banking industry in 1989 and transitioned to the Financial Planning side of the industry in 2000 with a focus on individuals and small business. Andre served as Managing Director at a Fortune 100 Financial...
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Antonio Dominguez, MBA

Sr. Financial Planner

Antonio has successfully served his clients since 2004. His process begins with taking the time to listen to his client's personal financial needs. Once he understands their concerns and real objectives, he provides a customized . . .

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Barbara Sourjohn, AIF®, C(k)P, CPFA

Managing Partner | Retirement Plan Consultant

Barbara works exclusively to provide personalized service to retirement plan sponsors.  By focusing on fiduciary responsibilities and plan governance, Barbara provides valuable insight into the management . . .

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Becky Palmieri

Marketing Administrator | Plan Sponsor Services Associate

Becky was new to the financial services industry when she joined Sourjohn-Kim Retirement Solutions in Oct 2020.  While she was delighted to find any job during the height of the pandemic, she feels truly blessed to have found a “family” . . 

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Carrie Maldonado, CPFA

Director of Plan Sponsor Services

Carrie is on the front line of working with retirement plan sponsors. Problem solving is at the heart of all she does. She works diligently . . .

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John C. Kim, MBA, AIFA®, C(k)P, CPFA, CRPC

Managing Partner | Sr. Financial Planner

John leads the Financial Planning team. He is passionate about helping families clarify goals and develop solutions designed to achieve their financial . . . 

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Kayvon Salafian, MBA, AIF®, CPFA

Business Development

Kayvon joined SKRS in 2020 with an extensive background in sales, new business development, project management, finance, and recruiting. His experience in these various areas has developed his ability to create and sustain new . . .

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Melissa Adamson

Director of Client Services

I consider myself a manager of chaos. At Sourjohn-Kim, I juggle many hats as I work with our team of advisors on systems and processing. I try to make sure our clients get the best service possible. Outside of work, I love to knit,...

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Rachel Harris, CPFA

Financial Planner

Rachel Harris is an Investment Advisor Representative. She focuses on helping clients realize the potential of their retirement years while also helping to provide them with the guidance to proactively shape . . .

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