Unbiased Advice From Our Team
Advisory Team
Min Song CFP®, AIF®
Principal
Michael Jensen, CFP®
Managing Partner
Kevin Mayo CFP®, MBA
Managing Director
Zackary Royce, CFP®
Regional Director
Matthew Shahin CFP®, MBA
Regional Director
Ken Vendley, CFP®
Regional Director
Quinn Carranza, CFP®
Regional Director
Mariah Valerin
Director of Advisory Services
Ryan Perry CFP®, AIF®
Financial Planner
Peter Lombardi CFP®, MBA
Financial Planner
Ron Guay CFP®, EA
Financial Planner
Michael Caster, CFP®
Financial Planner
Raymond Sicard, CFP®, CFA
Financial Planner
Bart Leake, CFP®, EA
Financial Planner
Christopher Carreon
Relationship Manager
Marc Melendez, CFP®
Relationship Manager
Cory Griffiths, CFP®
Relationship Manager
Ricky Perez
Associate Planner
Michael Zamaro
Associate Planner
Steve Holdsworth CFP®, MBA
Financial Planner
Our Operations Team
Michelle Haddad
Director of Operations
Klarissa Larsen
Operations Manager
Serenah Cadena
Operations Specialist
Raquel Ramirez
Operations Specialist
Zeidy Garcia
Operations Specialist
Marielle Trinidad
Operations Specialist
Shekinah Jamilarin
Operations Specialist
Our Business Development Team
Earl Harris, MBA
Client Ambassador & Business Development Specialist
Andrea McNamara
Business Development Manager
Jason Walthart
Business Development Specialist
Randy Bartolome
Business Development Specialist
Kris Sierra-Tillery
Business Development Specialist
Nathan Colindres
Business Development Specialist
Aakash Thakor
Business Development Specialist
Sarah Sweerman
Business Development Specialist
Sebastian Aceves
Business Development Specialist
Our Administrative Team
Sophia Shahin
Director of Education
Jennifer Reyes
Director of HR
Shereen De Assuncao
HR Specialist
Dana Banks
Office Administrator
Katie Alexander
Property Manager
Janna Renden
Executive Assistant to CEO
Jordan Mayo
Technology Manager
Fernando Tejeda
Billing Specialist
Daniela Suarez
Receptionist
Platform Support
Reece Benevides
Sarah Miller
Receptionist
Ian Reil Canto
Receptionist
