Josefina Sanchez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and has concurrently worked with Marieta S. Caragay, M.D. since 2014. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Goodman is a financial advisor at Primerica Advisors with 38 years of industry experience. He has held roles at Primerica Financial Services since 1991 and at Primerica Advisors since 1987. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Huya is a financial advisor with Primerica Advisors in Parkville, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 2014 and also has experience with Primerica Financial Services dating back to 2010. Outside of his advisory work, he is a self-employed Tai Chi instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.