Our Knowledgeable and Dedicated Management Team

My Solo 401k Financial clients receive expert support from one of the best-trained management teams in the industry.  Our management team is dedicated to providing professional and responsive customer service to help you achieve your goals.

A team purpose—make the process easy for our clients

Our team motto is to “make it easy” for our clients.  Every day we work together to help you achieve your goals.

Knowledgeable and Dedicated  Management Team:

Herman Kundlas, Director of Plan Services

Herman leads a team that is responsible for ensuring that once your plan is setup and established we continue to meet and exceed your expectations that you came to expect since you were a brand-new client.  Herman has a B.S. in Industrial Engineering from The Ohio State University.  Please contact Herman at [email protected].

Jasmeen Khilji, Client Manager

Jasmeen is responsible for ensuring that our prospective and new clients receive the professional and highly responsive customer service from our client coordinators that we are known for.  Jasmeen obtained her B.A. from the University of Michigan and her M.P.A. from the New York University Wagner Graduate School of Public Service.  Please contact Jasmeen at [email protected].

Yudi Calvache, Manager of Accounts Payable

Yudi leads a team that is responsible for managing our existing accounts payable.  If you have any questions about the status of your annual fee invoice, please feel free to contact Yudi at [email protected]. Yudi is fluent in Spanish.