Broker Check

Team

Barbara Sourjohn

Barbara Sourjohn, AIF®, C(k)P, CPFA

Managing Partner | Retirement Plan Consultant

John Kim

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

Managing Partner | Sr. Financial Planner

Antonio  Dominguez

Antonio Dominguez, MBA

Sr. Financial Planner

Andre Aguado

Andre Aguado

Sr. Financial Planner

Carrie Maldonado

Carrie Maldonado

Director of Plan Sponsor Services

Melissa Adamson

Melissa Adamson

Director of Client Services

Rachel Harris

Rachel Harris, CPFA

Financial Planner

Becky Palmieri

Becky Palmieri

Marketing Administrator | Plan Sponsor Services Associate