• 

  Sandra McKeever, AIF® CEO/President Financial Advisor Contact Sandy

• 

  Sophie Brindejonc-Choi, CFP®, AIF® Executive Vice President Financial Advisor Contact Sophie



• 

  Melinda Sulit Vice President – Operations, Finance and Compliance Contact Mel

• 

  Jon Ulloa Vice President – Sales Financial Advisor Contact Jon



• 

  Jonathon Holm, CIMA® Financial Advisor Contact Jonathon

• 

  Jenny Sarmiento Life Insurance Agent Contact Jenny



• 

  Michelle Wright Client Service Specialist Office Administrator Contact Michelle

• 

  Kamryn Reyes Client Service Specialist   Contact Kamryn