Our Team
We believe that our business is really all about the quality of personal relationships - with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.

Jocelyn Kim
Chief of Staff
CRPC®, CLTC, APMA®
Office:
703-218-6710
Min Kwak
Senior Partner
Email:
mkwak@financialguide.comOffice:
571-952-8663
Helio Shin
Partner
Email:
hshin@financialguide.comOffice:
703-218-6708
Simon Zheng
Senior Partner
Office:
703-218-6724
Joseph (Jim) Goldberg
Agency Supervisory Officer
MBA, LUTCF®
Office:
703-218-6734
April Chu
Brokerage Director
Email:
chua@financialguide.comOffice:
703-218-6790
Jonathan Phan
Brokerage Director
Email:
jphan@financialguide.comOffice:
703-218-6701
Sun Y. Park
Retirement Income Specialist
Office:
972-821-9726
Jason Roh
Wealth Management Advisor
Email:
jroh@financialguide.comOffice:
903-495-1980
Gay Sherman
Accounting Manager
Office:
703-218-6742
Grace Jun
Practice Development Specialist
Email:
jung@financialguide.comOffice:
267-220-1571MassMutual Atlantic
3975 Fair Ridge Drive, Suite 315N
Fairfax, VA 22033
Fairfax, VA 22033