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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.

Learn more
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

After 21 years in the banking industry, Andre transitioned to the investment industry in 2000 with a focus on Financial Planning for individuals and businesses. Prior to joining SKRS in 2017, Andre spent 10 years in management . . .

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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

I’m relatively new to the financial services industry, having joined the Sourjohn-Kim team in Oct 2020. While I was delighted to find any job in the midst of a global pandemic, I was truly blessed to find a “family”,...
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Carrie Maldonado

Director of Plan Sponsor Services

My work in this industry began in 2011 with the participant side of the SKRS, and I have since moved over to the plan sponsor space. The heart of what I do is problem solving. I am often the first line of defense in helping a plan...
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Daniel Spector-Franson, CFP®

Financial Planner

Daniel appreciates the puzzle that makes up a comprehensive financial plan. Our lives are dynamic, and a good plan builds in the space for you to pivot. Daniel works hard to empathize with and address his clients’ goals, fears,...

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

Managing Partner | Sr. Financial Planner

John helps clients manage their fiduciary responsibilities and maintain and monitor their investment processes to meet their organization’s obligations under ERISA. He is passionate about helping families . . .

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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

I have worked in the industry for 6 years and joined SKRS in May 2019. I have two boys (ages 8 and 16) and two dogs, Cashel (golden retriever) and Daphne (olde English bulldog). I’ve been happily married for 16 years. In my free...

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