Team

Andre Aguado

Andre Aguado

Sr. Financial Planner

Antonio  Dominguez

Antonio Dominguez, MBA

Sr. Financial Planner

Barbara Sourjohn

Barbara Sourjohn, AIF®, C(k)P, CPFA

Managing Partner | Retirement Plan Consultant

Becky Palmieri

Becky Palmieri

Marketing Administrator | Plan Sponsor Services Associate

Carrie Maldonado

Carrie Maldonado, CPFA

Director of Plan Sponsor Services

John Kim

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

Managing Partner | Sr. Financial Planner

Melissa Adamson

Melissa Adamson

Director of Client Services

Rachel Harris

Rachel Harris, CPFA

Financial Planner