San Ramon, CA

Barbara works exclusively to provide personalized service to retirement plan sponsors. By focusing on fiduciary responsibilities and plan governance, Barbara provides valuable insight into the management of retirement plans, consistent with industry best practices. Clients are often encouraged and reassured by Barbara’s professional leadership paired with her energetic personality.

Barbara began her career in the securities industry in 1978 and has been working exclusively in the retirement plan marketspace since 1989. Barbara holds the AIF (Accredited Investment Fiduciary) designation from the Fi360, the C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University and earned her CPFA (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors.

Retirement Dream: “TRAVEL! I love learning about cultures and want to understand everyone’s customs. I would also like to visit every national park in the U.S. on my motorcycle.”

John leads the Financial Planning team. He is passionate about helping families clarify goals and develop solutions designed to achieve their financial objectives.

He also supports the Retirement Plan Services Team by helping plan sponsors manage their fiduciary responsibilities, maintain, and monitor their investment processes to meet their organization’s obligations under ERISA.

John holds a B.A. from the University of Michigan and an M.B.A. from Michigan State University. He has been working as a Financial Planner since 2004. John also holds the AIFA (Accredited Investment Fiduciary Analyst) designation from Fi360, C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University, and he earned his CRPC (Chartered Retirement Planning Counselor) designation from the College for Financial Planning.

Retirement Dream:

To play the top 100 golf courses in the US.

Carrie is on the front line of working with retirement plan sponsors. Problem solving is at the heart of all she does. She works diligently in effort to make running the retirement plan as simple as possible for employers while staying compliant and retaining the best relationships with all involved. Carrie knows the retirement plan industry well. Her professionalism and organization skills are essential to the team and well known by the retirement plan sponsors.

Carrie began working for Sourjohn-Kim in 2011 with her focus on participant services. She has since moved over to the plan sponsor service space where she is now most familiar. Carrie recently earned her CPFA (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors.

Retirement Dream: “In retirement my husband and I look forward to spending time at our property in Merida Yucatán Mexico and driving around in my purple jeep!”

Melissa enjoys working closely with our clients, providing proactive service, and deepening those relationships. She juggles many hats while working with our team of advisors, including managing the systems and processes that help the team to operate with efficiency.

Melissa facilitates individual service requests and manages client communications and scheduling. Providing five-star service to the clients and their families is one of her passions.

Retirement dream: I look forward to traveling and knitting my way around the world.

Becky was new to the financial services industry when she joined Pensionmark, now WIA, in Oct 2020. While she was delighted to find any job during the height of the pandemic, she feels truly blessed to have found a “family” at , a soft place to land while learning a new industry. Becky brings her technical skills and 15+ years of experience in marketing and design to the WIA team, improving client-facing communication and providing background support.

Most of Becky’s work at WIA is behind the scenes, using her skills in branding and digital design to make everyone else stand out. She works closely with Carrie and Barb on the Retirement Plan Service team, assisting with preparation for plan reviews and employee educational presentations as well as managing data and maintaining plan records in the client-facing Employer Document Vault.

Retirement Dream: I dream of frequent vacations with my love, lots of lunches with girlfriends, and I can see myself one day loving being a grandmother, even more than I have loved being a mom!

Rachel Harris is an Investment Adviser Representative. She focuses on helping clients realize the potential of their retirement years while also helping to provide them with the guidance to proactively shape the retirement they want.

Rachel says life shouldn’t be about just “getting by” but rather living it to the fullest, now and into the future. She enjoys that her job allows her to be part of that journey for others.

Retirement Dream: “When I retire my dream is to own a farm where I will have horses, cows and a pot belly pig.”

Antonio’s process begins with taking the time to listen to his client's personal financial needs. Once he understands their concerns and real objectives, he provides a sound financial plan designed to reach their goals and give them a feeling of wellbeing. His focus includes retirement planning, investment planning, contingency planning, insurance risk analysis, and estate planning strategies. He works with his clients to address their current needs with a vision of achieving long term financial success.

Antonio’s business experience includes nearly 20 years in senior management, with responsibilities for developing multi-million-dollar projects and supervising hundreds of people. His exceptional communication skills give him a keen insight into the practical needs of those with whom he works.

Antonio earned a BA from Chapman University and a MBA from Loyola Marymount University. He has successfully served his clients since 2004.

On Retirement: "Sounds like a good time to return to my surfing career."

California Insurance License #0E61057.

Andre began his career in the Banking industry in 1989 and transitioned to the Financial Planning side of the industry in 2000 with a focus on individuals and small business. Andre served as Managing Director at a Fortune 100 Financial Services firm for many years before realizing that his true passion was serving clients on a personal level. This led him to join the Sourjohn-Kim team in 2017. Andre enjoys helping his clients navigate through complex financial landscapes and guiding them in decision-making, specific to their individual financial needs and goals. On Retirement: “Not yet!”

Kayvon joined Sourjohn-Kim in 2020 with an extensive background in sales, new business development, project management, finance, and recruiting. His experience in these various areas has developed his ability to create and sustain new businesses and new business divisions within Sourjohn-Kim. Kayvon also has a strong background in insurance benefits, tax compliance, consulting, banking, general accounting, and working with start-up corporations.

As a graduate from University of California Santa Barbara, Kayvon earned a Bachelor of Arts degree in Business Economics with an emphasis in Accounting and a Sports Management. He also earned his certificate in Technology Management, an entrepreneurship program at UCSB. He completed his Master’s in Business Administration with a concentration in Entrepreneurship at Pepperdine University.

Kayvon is an Investment Advisor Representative and registered with the California Tax Education Council. He currently maintains his AIF® (Accredited Investment Fiduciary) designation as well as Life and Health Insurance licenses, and recently earned his CPFA (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors

Retirement Dream: Whatever retirement will look like, I’m sure it will involve lots of different foods while traveling with my family, and of course my two pugs, Lilly and Leah.

California Insurance License #0I65677.