Meet the Team

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

Melinda Sulit Executive Vice President Chief Financial Officer Contact Mel

Jon Ulloa Vice President Financial Advisor Contact Jon

Thad Jones Vice President Financial Advisor Contact Thad

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

Mercedes Alegre, LUTCF® Financial Advisor Contact Mercy

Quintin Guillermo Financial Advisor Contact Quin

Jenny Sarmiento Financial Advisor Contact Jenny

Barbara Lujan Sales & Client Service Supervisor Contact Barbara

Michelle Wright Client Service Specialist Contact Michelle

Andrew Borja Client Service Specialist Contact Andrew

Kaysie Aguilar Client Service Specialist Contact Kaysie

Jonathon Holm Client Service Specialist Contact Jonathan

Our People