Kaysian Gordon, CFP®, CPA

About Kaysian Gordon, CFP®, CPA, MBA

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning – A Place Where Faith and Financial Planning Meet.

I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue.

I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals – but to plan for the long term.

Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals.

I can help you with that.

And a favorite question I help clients to think about: How will you spend your time in retirement?

Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well.

I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Ronald Saul II, CFP®

About Ronald Saul II, CFP®

Ronald Saul II (Ron) has been providing financial services to individuals and small businesses for over a decade. Ron founded Omaris Financial to help equip as many people and families as possible with the tools to achieve financial flexibility – with the goal of future-proofing their financial plan.

Prior to starting Omaris, Ron worked as a Financial Advisor in Personal Advisor Services at Vanguard and contributed to the revision of several key advising strategies. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance and securities for individuals and small businesses.

Ron earned a BBA in Finance from the Howard University, School of Business. He holds the designation, CERTIFIED FINANCIAL PLANNER™. When he isn’t working, Ron enjoys spending quality time with his wife and toddler son, and playing strategy board and video games.

L McKinley, CFP®

About L McKinley, CFP®

I help people set and reach goals. In life, in careers, in business, in legacy.

I’m an effective and useful resource partner because I’ve spent decades in financial services. As a Certified Financial Planner since 2000, the wealth of experience I’ve attained in the field of financial planning, income tax preparation and small business consulting has allowed me to live my mission to help. I’ve helped numerous individuals, families, and business owners and that means I’m invested in you, your goals and your business. My focus is on helping individuals, families and business owners build and navigate their road to financial independence.

You can get started by scheduling a complimentary Goal ID Session to discuss your business and personal goals and challenges. This is your opportunity to identify what’s impacted you so far and what will drive your path to financial freedom. I will help you identify and add greater detail to what you want to accomplish and WE will begin the process of making it happen.

Chelsea Ransom-Cooper, CFP®

About Chelsea Ransom-Cooper, CFP®

Chelsea Ransom-Cooper is a CERTIFIED FINANCIAL PLANNER™ who specializes in working with women in the tech industry. Through Zenith Wealth Partners, Chelsea helps her clients through the many financial challenges they face as women with ambitious goals. Together, they work through:
Deferred equity compensation strategy
Tax planning
Investing and portfolio management
Debt repayment
Cash flow analysis

And more.

As a managing partner of Zenith Wealth Partners, Chelsea and her team offer comprehensive financial planning for Gen X and Millennial clients. Together, they believe that financial planning professionals can work to help close the gender and racial wealth gap, and they prioritize forward-thinking and simplified strategies that make financial planning accessible to all.

Prior to becoming a Managing Partner at Zenith Wealth Partners, Chelsea Ransom-Cooper spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While collaborating with her clients’ accountant and attorney, Chelsea developed customized financial plans that aligned each client’s generational wealth goals with their current needs and values.

While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement. At Zenith Wealth Partners, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. Through her tax expertise, she provides proactive tax strategies to professionals with equity compensation and small business owners. Chelsea recognizes financial planning is a marathon, not a sprint, and through ongoing relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.

Andrew Tudor, CFP®, RICP

About Andrew Tudor, CFP®, RICP

Alchemist Wealth was created to help Black individuals and families transform their relationship with money. Started by two brothers who spent their entire adult lives in the financial industry, who witnessed first hand the lack of adequate opportunities and knowledge to build wealth. They decided to attack the racial wealth gap in a unique way.

Sons of two public servants, each brother has key ingredients for what it takes to transform clients and communities for the long run. Andrew, the younger brother, leads with vision, confidence, and empathy. Fred, the older and wiser brother, leads with principles, accuracy, and stability. The combination creates dynamic, forward-thinking strategies, delivered with efficiency and precision.

Money is a tool in the hands of its steward. The values, goals, and mindset of the person should determine how the tool is used. The Alchemist Wealth process uses unique experiences to uncover your values, hopes, and fears to design a specialized plan for each client and provides the support, guidance, and accountability to achieve it.

We are all chasing freedom, and financial freedom is at the heart of this desire. Alchemist Wealth’s mission is to create an army of Black financially free families whose money is aligned with their values and who live life on their terms.

Travis Tracy, CFP®, EA

About Travis Tracy, CFP®, EA

Hi, I’m Travis! I created this firm to help young professionals with student loan debt or equity compensation build the courage to take control of their finances and to assist with making the best financial decisions to reach their goals. My job is not to pass judgment on any past decisions but to educate and encourage going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.

I’m from a small town in South Carolina, and I graduated from Guilford College in Greensboro, NC. I currently live and work in Durham, NC, with my wife, Shelby, our daughter, Peyton and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.

I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.

Read Travis’ blog here: http://www.fortitudefp.com/blogs

Lamar Watson, CFP®

About Lamar Watson, CFP®

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning.
Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience.

Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients.

Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos.

Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling.

Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.