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JK McAndrews

President & CEO, Managing Partner

Kevin McAndrews


Lalit Jallan


Jared Lyons

Chief Operating Officer, Chief Financial Officer

Shiv Bagri

Financial Service Representative

Marshall Bennett

Director of Marketing

Daniel Boehm

Financial Services Professional

Curtis Brady

Paraplanner, Life & DI Product Specialist

Chloe Wick Brewster

Talent Acquisition Coordinator

Rafael Carballo

Managing Associate

We help create a secure financial future.