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

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



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

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  Jon Ulloa Vice President – Sales Financial Advisor Contact Jon



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  Jenny Sarmiento Life Insurance Agent Contact Jenny

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  Jonathon Holm, CIMA® Financial Advisor Contact Jonathon



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  Michelle Wright Client Service Specialist Contact Michelle

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  Kamryn Reyes Client Service Specialist Contact Kamryn