Our Management Staff

Jonathan Phan,CLU®, ChFC®  Founder and President
JPhan@@FinancialGuide.com

Soo Seok, Chief Financial Officer and Business Manager
SSeok@FinancialGuide.com

Jim Goldberg, Agency Supervisory Officer
JimGoldberg@FinancialGuide.com

Larry Whiteside. Long Term Care Specialist & Brokerage Director
LWhiteside@massmutualbrokerage.com

 

 

Min Kwak, Sales Manager
MKwak@FinancialGuide.com

Jeff Hopkins, Sales Manager
JHopkins@financialguide.com

Simon Zheng, Sales Manager
SZheng@FinancialGuide.com

Terrell Sheppard, Sales Manager
TSheppard@FinancialGuide.com

 

 

 



Jonathan Phan is the founder and President of the Asset Management Group, Inc. He graduated from the University of Massachusetts with a Bachelor’s degree in Business Administration and Marketing. Jonathan’s special focus is Retirement Planning, Employee Benefits, Compensation, Risk Management, and Investment Services.

Jonathan was awarded his CLU (Chartered Life Underwriter) and  ChFC (Chartered Financial Consultant) designation from American College. Jonathan holds FINRA Series 6, 7, 24 & 26 registrations. Jonathan is a Registered Principal and offers securities through MML Investors Services, LLC., Member SIPC

Jonathan joined a major financial firm in Boston, Massachusetts in 1986. In his first 5 years of serving his clients, Jonathan qualified as a member of the Million Dollar Roundtable, and received numerous company and industry awards for production and quality client service.

In 1990, Jonathan entered management and was recognized for his outstanding efforts in leadership and building a successful organization - earning him many prestigious awards on a national level. Within ten years, Jonathan had worked his way up to partner, and enjoyed one of the best records and reputations in the industry.

As his time in the industry increased, Jonathan saw the need for a firm based on the most innovative financial strategies available, and founded Asset Management Group in 2000. The Agency continues to expand, adding several area specialists, manamagement teams and staff members, and has nearly doubled in size in the last year. In 2011 and 2012 the Agency earned the highest agency honor at MassMutual - The Chairman's Trophy, Gold Bowl. The Agency was also recoginized in both 2011 and 2012 for having an agent earn of the Freshman Five award. A side from agency recognition, Jonathan has earned 4 Silver and 4 Gold GAMA International Leadership Awards thorughout the years.  

Jonathan began working in the financial services industry upon graduation from college, earning his BS from University of Massachusetts, Boston. Jonathan and his wife Vivian live in Fairfax with their twin boys, Alex and Will. Jonathan's daughter Jacqueline attends college in Massachusetts. 

 

Jonathan Phan is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC., Member SIPC.  Supervisory office: 3975 Fair Ridge Drive, Suite 315N, Fairfax, Virginia, 22033.  Tel. 703-273-1002.

 

 


Soo Seok serves as the Chief Financial Officer and Business Manager at Asset Management Group. She is responsible for overseeing all financial operations of the firm. Her duties include hiring and managing staff, as well as working closely with producers to successfully underwrite and track all new business. 

Soo began her career with Asset Management Group in 2006 as a New Business Coordinator for all Life and Disability policies. In September 2013 Soo was promoted to her current position.

Soo met her husband Han at Virginia Tech and tied vows in 2005. They now reside in South Riding with their daughter, Chloe.       


Jim Goldberg is the Agency Supervisory Officer and monitors compliance for Asset Management Group.  He helps ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.

Jim began his career in the Financial Services industry in 1995, is a licensed agent and registered principal, has passed the FINRA Series 4, 7, 24, 53 and 63 exams, and has insurance and FINRA registrations in Virginia, Washington, D.C., Maryland, Florida and Pennsylvania.

He is a graduate of the United States Military Academy in West Point, New York, and earned his MBA from Monmouth University in New Jersey. Jim and his wife Cindy are both retired Lieutenant Colonels. They have three grown children and reside in Olney, Maryland. 

 
Jim Goldberg is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC., Member SIPC. Supervisory Office: 3975 Fair Ridge Drive, Ste 315N, Fairfax, VA 22033, Tel: 703.273.1002. 

 


Larry Whiteside, Asset Management Group’s Brokerage Director, has been in the financial services industry for over 24 years, spending the last 15 years focused on the senior market. 

Larry has a passion for Long Term Care and has conducted several hundred seminars on the topic for the government and major companies nationwide. 

He has insurance licenses in Virginia, Maryland, and Washington D.C.  Additionally, Larry is a certified CE instructor in Virginia. 

 

If you’re interested in becoming a broker with Asset Management Group, please visit the Career Opportunity section of the website or contact Larry Directly at LWhiteside@massmutualbrokerage.com 

 


Min Kwak has been in the financial services industry starting with Guardian in 2006 and joining Massachusetts Mutual Life Insurance Company in 2009, where he’s currently a Managing Associate.  He also runs a successful property and casualty practice, Kwak & Chang Financial.

Min earned his Bachelor’s degree from California State University of Fullerton in Management Information Systems.  He went on to earn a Masters in Engineering Management From George Washington University in Washington, D.C.  Min focuses his practice on retirement and asset allocation, as well as risk management.

Min is involved in his community both through a Korean non-profit organization and the Strategic Insurance Agents’ Alliance.  He is bi-lingual in English and Korean.

Kwak & Chang Financial is not a subsidiary or affiliate of MML Investors Services, LLC. 

 


 

Jeff Hopkins has not only been in the financial services industry for over 13 years, but he is also a business owner.

His experiences have lead  him to work mostly with closely held businesses in the areas of insurance, investments, and employee benefits.

Jeff attended the University of Mississippi. He resides in Fredericksburg, VA with his wife Laurie and his two children, Jackson and Ally. When he's not working, Jeff can usually be found with his family somewhere on a soccer field.

Jeff has a great ambition and determination to hire, train, and coach successful financial services professionals to serve the many needs within the business market.

Jeff Hopkins is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 3975 Fair Ridge Drive, Suite 315N. Fairfax, VA 22033. Tel: 703-273-1002

Member SIPC.  Supervisory Office: 3975 Fair Ridge Drive, Ste 315N, Fairfax, VA 22033, Tel: 703.273.1002.


 

Simon Zheng is originally from China and came to the US 20 years ago. His career footprints ranging from IT, International Business, Real Estate Brokerage and Financial Services. He started his financial services profession in 2006. During his career there, he qualified for Million Dollar Round Table (MDRT) and is a constant qualifier to Executive Council. 

 

 

In 2013, Simon joined Mass Mutual Financial Group and started to build his own team. Simon sees the ultimate supports and resources to help his team and agents succeed. He believes the strong financial stability, mutualityand prestige products and services will help his client build a strong financial foundation. Simon is continually looking for business minded, coachable individuals to join his team. If a successful financial services career, owning your own practice, flexible work schedules, unlimited earning potential are things you are looking for, please give Simon a call.

 

Simon Zheng is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 3975 Fair Ridge Drive, Suite 315N. Fairfax, VA 22033. Tel: 703-273-1002

Member SIPC.  Supervisory Office: 3975 Fair Ridge Drive, Ste 315N, Fairfax, VA 22033, Tel: 703.273.1002.

 


Mr. Sheppard has been with Asset Management Group, a general agency of Massachusetts Mutual Life Insurance Company, since 2008. He has served in the capacity of Producer, Senior Advisor and Sales Management, where he is currently putting together a highly talented group of advisors to service the business and professional community in the Washington, DC metropolitan area. 

Terrell has over 15 years of finance and sales experience starting his career in banking as a junior staff auditor then being promoted to senior staff auditor, primarily auditing the internal investment portfolio at one of the largest African-American owned banks in the nation, Industrial Bank, NA. He later established himself as a financial advisor for small businesses and third party marketing to banks at American Express Financial Advisors. He has also worked in the areas of investment and mortgage banking with companies such as Friedman, Billing & Ramsey, Merrill, Scott & Associates, Access Capital Mortgage and aRi Financial Services.

Terrell has received numerous awards for outstanding sales, service and management over the years. He was inducted into the Who’s Who of Young Business Professionals in 2001. One of his most fulfilling accomplishments was obtaining his Black Belt in the martial arts discipline Taekwondo, with his son Brian in 2008.

In May of 2009 Terrell’s wife of over 17 years passed away form a long battle with diabetes; she dedicated her life to teaching young people the importance of education, both in the classroom and life. To honor her life, Terrell launched what he envisioned as a youth ministry organization dedicated to providing the spiritual, intellectual, financial and physical life skills necessary for youth to flourish in this new era; he named it, REACHONE.

Mr. Sheppard received a B.A in Banking and Finance from Bowie State University; he is currently pursuing his Certified Financial Planner designation from Kaplan University.

Terrell Sheppard is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC., member SIPC