Olivia received her Bachelor of Arts degree in Political Science from Spelman College. She went on to earn her Juris Doctor degree from Loyola New Orleans College of Law and has been practicing law for thirteen years. Olivia a partner and owner of Smith & Robinson Law Group (SR Law Group). SR Law Group is …
Al-Nesha Jones, CPA, MBA, MOM, is the founder of ASE Group, a full-service accounting, tax, and advisory firm focused on empowering small business owners to build strong and sustainable businesses. ASE Group specializes in making the dollars make sense through solid recordkeeping, proactive tax planning, tax preparation, and year-round advisory support for entrepreneurs in the …
Chioma Deere, Esq. is the managing attorney and owner of The Deere Law Firm in West Palm Beach, Florida, which provides thoughtful and thorough legal services with a focus on wills, trusts, estate planning, probate, and trust administration using the power of technology. Chioma Deere is known by her colleagues as a technology lawyer who …
Before becoming a wealth management advisor, I was the kid in high school with subscriptions to Fortune and Money magazine. The stock market always intrigued me, but growing up I didn’t know anyone that invested. I was fortunate to go to a school that had a business magnet program that allowed me to intern at …
Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City and now living in California, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue …
Maurice has served small business owners, executives, professionals, and retirees through the financial services industry since 2005. Three of those years, he served in operations, while he’s been a financial adviser/planner since 2008. He holds a B.S.B.A. in Finance from Bowling Green State University in Bowling Green, OH. Maurice also holds the Series 7 & …
Catalina Franco-Cicero joined Tobias Financial Advisors in October 2017 as a Wealth Advisor. In this role, Catalina focuses on co-creating possibilities with her clients by matching their values with their goals. This is done by implementing an efficient way to collaborate with their other professional advisors to accomplish their goals. Her day-to-day responsibilities include client …
Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC® is a financial coach and educator for young professionals in their 20s and 30s. Akeiva is a CFP Board Ambassador whose financial expertise has appeared quoted in numerous media outlets, including Refinery 29, NPR, Financial Planning, Business Insider, RIA Intel, the New York Times, and CNBC. She is …
I have been a Financial Advisor since 2010. I work with LPL Financial in Hermitage. Prior to joining LPL, I worked as a financial consultant. I have earned both the CERTIFIED FINANCIAL PLANNER(TM)(CFP®) and Certified Divorce Financial Analyst (CDFA®) professional designations. Using an established process, I build personalized financial strategies for my clients that strive …