• 

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

• 

  Melinda Sulit Executive Vice President Chief Financial Officer Contact Mel

• 

  Thad Jones Vice President Financial Advisor Contact Thad

• 

  Jon Ulloa Financial Advisor Contact Jon

• 

  Sophie Brindejonc, CFP®, AIF® Financial Advisor Contact Sophie

• 

  Quintin Guillermo Financial Advisor Contact Quin

• 

  Jenny Sarmiento Financial Advisor Contact Jenny

• 

  Jonathon Holm Financial Advisor Associate Contact Jonathan

• 

  Barbara Lujan Sales & Client Service Supervisor Contact Barbara



• 

  Michelle Wright Client Service Specialist Contact Michelle

• 

  Andrew Borja Client Service Specialist Contact Andrew