Hi! I’m Alicia.

I’m a proud retired U.S. Air Force veteran with 22 years of service, deeply passionate about adding value to others and improving financial literacy in the metropolitan Washington, DC area. Guided by the belief that “it’s time to level the playing field so that everyone has the opportunity for financial success,” I am committed to engaging, educating, and empowering individuals to achieve financial well-being.

By breaking down complex financial principles into simple, practical concepts, I help people understand and apply these strategies in everyday situations—no matter their age or stage in life. Through workshops, seminars, and consultations, my mission is to transform our local communities’ financial landscape one individual and one family at a time. I teach people how to mitigate life’s risks and build financial success using sound strategies tailored to their needs.

Professional Highlights

• Published Author: Contributing writer in Sisters 4 Sisters Network, Always Sisters: The Power of Sisterhood.
• Leadership & Development: A founding member of the John Maxwell Certified Coach, Teacher, and Speaker program, offering dynamic workshops, seminars, and coaching sessions.
• Financial Expertise: Experienced tax professional, licensed insurance agent, Certified Financial Fiduciary.
• Community Leadership: Treasurer, Sisters 4 Sisters Network, Inc.
• Honors & Recognition:
  
  • Honored with an Honorary Doctorate in Christian Leadership from the School of the Great Commission Theology Seminary
  • Received the prestigious Presidential Lifetime Achievement Award.

A Little About Me

Beyond my professional life, I’m a proud mom of five incredible children (one son and four daughters) and grandma to four beautiful grandchildren (two granddaughters and two grandsons). I love traveling and immersing myself in different cultures—especially through their food, music, and dance. I’ve also been told my laugh is contagious, and my sense of humor keeps life light and joyful!

Hi I am Darryl.  As your financial well-being strategist and consultant my goal is to remove the complexity of financial planning by providing coaching, mentorship, accountability, and a "let's get it done" mindset, which I gained through years of self-less service as military, government civilian and private industry servant helping the “good guys” find the “bad guys”  

My true passion however has always been in helping others pursue financial, personal, and professional success.  This passion is fueled by the recognition that any success I have achieved in life has been through the support and mentorship of family, friends, close associates, industry professionals.  Although I am “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” I attribute the successes I have had to the advice and guidance of those who have poured into me financially, personally, and professionally.  It is this level of commitment I will pour into to you.

Other/Fun Facts:

• I am a Certified Financial Fiduciary (CFF) holding 6/63, health, life, and P&C licenses
• I have over 14 years’ experience in personal financial services industry – includes insurance, financial planning and income tax preparation and planning
• I am a veteran (retired) of the United State Air Force (USAF)
• I am a John Maxwell Certified Coach, Teacher and Speaker, offering workshops, seminars, keynote speaking, and financial/personal coaching
• Previously served as a Washington DC service core of retired executives (SCORE) mentor
• I am a certified Foundation for Fiduciary Education (FAN) Chapter President and Instructor
• I have beautiful 6 children (5 daughters/ son) and 7 grandchildren (3 granddaughters/4 grandsons), 1 great grandson.

I am looking forward to assisting you on your journey towards financial freedom!

Todd started working in the financial services field over 45 years ago. He received his undergraduate degree in Business Administration at the University of Arizona and Masters in Business Administration from the University of Phoenix. Throughout Todd's career he has focused on integrating life, long term care preservation solutions, retirement, and investment solutions for clients. Todd has worked as a District Manager for a major life and securities corporation, a Division Manager for a life insurance company and an Executive Vice-President for a New York City investment management company.

Todd was also adjunct professor at Oglethorpe University teaching the Certified Financial Planner curriculum.

Todd has worked for the Department of Defense to provide financial advice to Military Service members, both with the Air Force and Army.

His company provides survivorship benefit planning, retirement planning, long term care and life insurance planning for Federal Employee's, Military Service Members and Civilians. Todd believes in continuing education and holds the Certified Long Term Care designation, the Chartered Life Underwriters and Chartered Financial Consultant® designations from American College.
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Todd has been married to his wife Susan for 25 years and has 3 children and 7 grandchildren.

Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.