Team
Andre Aguado
Sr. Financial Planner
Antonio Dominguez, MBA
Sr. Financial Planner
Barbara Sourjohn, AIF®, C(k)P, CPFA
Managing Partner | Retirement Plan Consultant
Becky Palmieri
Marketing Administrator | Plan Sponsor Services Associate
Carrie Maldonado, CPFA
Director of Plan Sponsor Services
John C. Kim, MBA, AIFA®, C(k)P, CPFA, CRPC
Managing Partner | Sr. Financial Planner
Kayvon Salafian, MBA, AIF®, CPFA
Business Development
Melissa Adamson
Director of Client Services
Rachel Harris, CPFA
Financial Planner