OUR TEAM
ALVIN CARLOS, CFP®, CFA
Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.
ANDREW KIM, CFA
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
DAWN MABERY CHESTNUT, CFEI
Dawn believes that financial planning is essential to economic success. She enjoys giving financial education seminars and personalized financial planning advice. Dawn is a Certified Financial Education Instructor and has a Certificate in Financial Planning from Georgetown University. Dawn lives in DC, enjoys gardening, and is a proud alumna of Spelman College.
