JK McAndrews
President & CEO, Managing Partner
Kevin McAndrews
Partner
Lalit Jallan
Partner
Jared Lyons
Chief Operating Officer, Chief Financial Officer
Kelly Hejtmancik
Partner
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