BEHIND THE TEAM
Meet the Professionals
Our team members bring a wealth of experience and expertise, delivering the highest standard of financial advice.
Bernie Keim
MBA, CGA, CPA
Team
Bernie Keim
MBA, CGA, CPA
Andrea Alba Vasquez
PCP
Team
Andrea Alba Vasquez
PCP
Roji Thomas
Specializes in finance transformation and ERP migrations, with a strong focus on financial reporting and data integrity. He partners with CFOs and finance teams to deliver seamless system transitions, including data migration, validation, and reporting optimization. Roji combines deep financial process knowledge with a client-focused approach to help organizations modernize their financial operations and drive better decision-making.
Team
Roji Thomas
Specializes in finance transformation and ERP migrations, with a strong focus on financial reporting and data integrity. He partners with CFOs and finance teams to deliver seamless system transitions, including data migration, validation, and reporting optimization. Roji combines deep financial process knowledge with a client-focused approach to help organizations modernize their financial operations and drive better decision-making.
Ajith Kumar
MBA
Team
Ajith Kumar
MBA
Jomis John
Team
Jomis John
Binoj Joseph
Financial Advisor & Mortgage Broker
Team
Binoj Joseph
Financial Advisor & Mortgage Broker
Binoj Joseph is a dedicated Financial Advisor and Mortgage Broker working with Invisor and Experior Financial Group, where he has earned Silver Legacy Ownership in recognition of his outstanding achievements. He has helped more than 200 clients make confident decisions about their financial future. Binoj takes the time to understand each family's goals and offers clear, practical guidance on insurance protection, wealth-building, and home financing, helping families build lasting security.
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