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