Partners & Associates
Client service is essential to our team. In order to deliver the services that our clients have come to expect and deserve, we have a team of professionals that work together to accomplish our service mission. It is our top priority to deliver an experience that our clients, our staff, and our professionals enjoy. Should the need arise, please do not hesitate to contact our team for assistance.
Our mission is working to promote people, progress, and productivity.©
We partner with financial advisors across our nation to bring the expertise you and your business need for comprehensive planning. By doing so, we ensure that your employees have access to personnel to help deliver the services that they expect and deserve. This helps increase the probability for on track retirement outcomes for your company.
Our Partners
Our Associates
Amie J Agamata, CFP®, RICP®, ChFC®, CLU®
Amie is a CERTIFIED FINANCIAL PLANNER™ certificant and has been a part of our team since 2012. She graduated from San Diego State University with a Bachelors Degree in Finance in 2015. She holds Series 7 & 66 securities and life insurance licenses. She is responsible for managing our team's investment and risk management business. She partners with Leonard throughout the financial planning process to ensure our team is meeting the client's needs. In addition to preparing financial plans and presentations, Amie is available to assist our clients with questions and servicing requests. She also works with our business owner clients to help establish and service their company's retirement plans, including 401(k), 403(b), and 457 Plans.
Amie is highly involved with the Financial Planning Association (FPA) on a local and national level. She currently serves on the San Diego chapter's board as NexGen President. On a national scale, Amie is one of 30 members across the U.S. that serves on the FPA's Retirement Income Planning Advisory Council. She recognizes the importance of professional industry involvment and how it helps our team better serve our clients.
When Amie is away from the office, she enjoys relaxing at the beach, spending time with friends and family, and traveling to new cities and countries.
Kathleen Marion Paul
Kathleen joined our team in 2015. She is actively involved in her church where she has taught for the past decade. Kathleen has successfully raised her three intelligent children. She holds Series 6 and 63 securities licenses as well as her Life insurance license in California. Kathleen ensures that everything is carried out the way it is supposed to be; she is responsible for verifying and confirming that all transactions in our office go through correctly and smoothly. In addition, Kathleen helps our clients with servicing requests, such as beneficiary and address changes and online account access inquiries.
Kathleen enjoys spending her free time with her family and volunteering in a number of church related activities.
Nikki Kaeswith
Nikki develops and manages our team's marketing campaigns and efforts. She helps our team effectively communicate complex financial planning concepts in simple terms through her designs.
Randie L Herman
Before Randie joined our team in 2011, she spent over half a decade in Romania supporting and delivering spiritual guidance alongside her husband, Shane, who is the head pastor at his church. She is fluent in Romanian and continues to support in the spiritual guidance for women in the Imperial Valley community.
She holds her life insurance licenses in both California and Nevada. Randie is responsible for keeping Leonard's life in order by managing his calendar and making sure that he is where he needs to be, when he needs to be. Please reach out to Randie to schedule a meeting with Leonard.
Randie spends her time outside of work with Shane and their sweet son, Brennan, watching movies, playing games, and planning annual family vacations.