Team
Our team offers knowledge, experience and a listening ear. We work in partnership with our clients to help them achieve their financial goals and dreams.
Andrew Palomo, CFP®
Owner / Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ professional, Andrew has built his practice around his client’s needs by building a process around client goals, wishes, and dreams. In an increasingly complicated financial world, we take...
Jackie Bulava
Director of Operations
Jackie serves as Director of Operations for Pillar Financial Advisors. Jackie started her career in 1990 in residential lending with the last decade focused on personal financial planning. She is responsible for coordinating the...
Karen Palomo
Director of Marketing & Client Relations
Karen enjoys getting to know the clients and learning the best way to meet their needs. Her favorite part of the job is watching clients realize their life-long dreams of retirement become reality.
Levi Palomo
Associate Financial Planner
Levi maintains a client driven approach to his service, has a passion for investing, and financial education. He focuses on helping clients establish and reach financial goals. Levi understands the market is ever-changing and...
Monica Campbell, AAMS®
Asset Management Assistant
Monica enjoys supporting clients and sharing her passion for finance with new investors. She also provides administrative support to our financial professionals and plays a key role in business development initiatives.