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JK McAndrews

President & CEO, Managing Partner

Kevin McAndrews

Partner

Lalit Jallan

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

Prakash “PK” Chandiramani

Managing Associate

We help create a secure financial future.