Crystal Alford-Cooper, CDFA®, CFP®, CRC®

With extensive experience in wealth management, financial planning and client advocacy; D. Crystal Alford-Cooper, CFP®, CRC®, CDFA™ is Owner/CEO of Davita Financial Planning LLC (DavitaPlan).  Davita (which is Crystal’s first name) means “giving life” in Italian.  Thus the firm’s mantra – giving life to financial wellness.

Prior to forming DavitaPlan, Crystal served as Director of Financial Planning for a prominent wealth management firm, with offices in Columbia and Salisbury, Maryland.   Crystal possesses a solid portfolio of career experience as a leader in life planning solutions. With a talent for organizational development and growth; Crystal leverages her passion for financial planning and strong organizational mind to deliver optimized services focused on meeting client needs and making financial planning understandable and accessible to numerous target demographics.

Crystal has appeared as a financial planning guest on national broadcast shows; including Financial Empowerment with Nick Abrams, CNBC’s Nightly Business Report, Investment News INTV, WEAA Wealthy Radio, Law Talk with Ethel Mitchell,  Moneywise, WHUR SiriusXM Radio, and CNN.com; and quoted in several notable media publications; CNBC.com,  Investment News, Money, Black Enterprise, and Essence.

Crystal holds an Adjunct Faculty position with HOWARD Community College, Columbia, Maryland.   She serves on boards of the Financial Planning Association of Maryland (FPA of MD), Chair 2018, the Association of African American Financial Advisors (Quad-A), Past President/Director; the Howard County Police Foundation, Director, as well as, the Financial Planning Association’s (FPA) National Diversity Committee. Crystal is a graduate of Leadership Howard County’s Premier program.


Lazetta Rainey Braxton, MBA, CFP®

Principal of Financial Fountains

Lazetta Rainey Braxton, MBA, CFP®, is the Financial Planner for the Rest of Us. Unlike many advisors who focus only on the super-rich and 1%, Lazetta partners with everyday people who desire the financial freedom to influence, experience, give, and make a difference for their family and future generations and create wealth for the common good.

As a Certified Financial Planner™ practitioner with more than 18 years’ experience in wealth management services, Lazetta offers personalized financial advice, investment management, and educational seminars to individuals, families, businesses, and institutions. In 2008, she founded Financial Fountains, a fee-only financial planning and registered investment advisory firm that serves clients from around the country.

Lazetta is often sought as a financial expert for national media. She regularly contributes to financial publications and speaks on financial planning topics for national audiences and has made TV appearances on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC Closing Bell. Lazetta was named one of Investment News’ inaugural Women to Watch. She is also the a recipient of the Association of African American Financial Advisors’ Leadership Legacy Award.

As an advocate of financial literacy and diversity in the financial planning profession, Lazetta serves as Chair of the Association of African American Financial Advisors (AAAFA), as well as a member of the CNBC Digital Financial Advisor Council, the CFP Board Center for Financial Planning Advisory Panel and Women’s Initiative Council, and the Foundation for Financial Planning board. 


 

LeCount Davis, MBA, CFP®

LeCount R. Davis, Sr. earned the Certified Financial Planning designation granted by the College for Financial Planning in Denver, Colorado, becoming the first African American so designated. He is a licensee of the Certified Planner Board of Standards. For over six years he published a quarterly financial education newsletter, “Finance and the African American Family.”

Mr. Davis has Bachelors and Masters degrees in Accounting and additional training and extensive experience in accounting, tax planning, financial planning, and financial management and investment consulting. His experience in both the public and private sectors includes several years as a Senior Consultant with a Washington, DC-based CPA firm. He also served as Assistant Director of Finance for an international labor organization, concentrating in the Caribbean and South America. He has appeared as a financial expert on many television programs and at many programs discussing financial planning and financial advisory issues.

In 1970, Mr. Davis, established his own consulting firm specializing in tax planning, small business management, financial planning, financial management and investment consulting. His personal client portfolio includes national organizations, international labor unions, pension funds, individuals, small businesses, religious organizations, investment clubs, and other entities. He has served as a lecturer in Accounting at Howard University, in Washington, DC, and in Financial Management in Howard’s School of Continuing Education. He hosted the financial television program, Common Cents for station WHMM, whose call letters are now WHUT.

His many professional accomplishments have been recognized by his peers and other financial experts.


Tiffany Hawkins

Head of Private Investments and Business Development for Momentum Advisors

Tiffany Hawkins is the Head of Private Investments (PI) and Business Development for Momentum Advisors, a boutique wealth management firm with nearly $700MM under advisement. She has over 12 years of expertise in the creation, market engagement and distribution of top brands and consumer businesses, globally, and has now taken the direction toward wealth management, private equity, and business development for her clients: notable families, professional athletes, entertainers and C-suite executives.

Prior to her years at Momentum Advisors, Tiffany spearheaded corporate investment strategy for consumer facing brands such as Mercedes-Benz, LVMH, Procter & Gamble, Gillette, Visa, American Cancer Society, Time Warner, Heineken USA, NBA, NFL, Beth Israel Medical Groups, MassMutual, Black & Decker; as well as, working directly for Sean “Diddy” Combs and Sean “Jay-Z” Carter.

Today, Tiffany’s division at Momentum oversees tangible private equity investments vehicles, such as real estate, private business and, most notably, franchising. Tiffany oversees the operations, infrastructure, and management of each franchise opportunity. Tiffany focuses on investing in brands that have a unique value proposition and sustainable competitive advantage.

Tiffany holds two Bachelors’ degree from Morgan State University specializing in Communication Studies and Statistical Research. She has served on several boards driving awareness of the lack of diversity in high-profile strategic positions. Tiffany is the co-host of a nationally syndicated radio show on SiriusXM’s Urban View (Channel 126) that focuses on wealth management, financial legacy and entrepreneurship; the name of the show is “The Momentum Advisors”. Tiffany is based out of the New York City office and does speaking engagements throughout the country.

 

Gerald Loftin, J.D., CFP®

Principal of Proficient Wealth Counselors, LLC

Coming from humble beginnings, Gerald learned the value of budgeting and saving early in life. He also learned that most individuals could achieve financial success through proper discipline and guidance. This vision stimulated great interest and led him on the path to become a financial educator. With over 20 years of industry experience, Gerald guides individuals, charitable organizations, and privately held businesses in the areas of asset accumulation and preservation strategies as the Managing Member of Proficient Wealth Counselors, LLC, the financial consulting firm he founded in 2000.

A graduate from Massachusetts School of Law, and a Finance major from Northeastern University, Gerald has an appreciation for the power of the financial markets. While he understands and practices that a reasonable work / life balance is extremely important, he allocates his time with family, serving the clients of Proficient Wealth Counselors, LLC, professional, and pro-bono activities. Gerald is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and is an active member of the Financial Planning Association (FPA). Gerald is an Estate Planning instructor for the Boston University Program for Financial Planning, and he serves as a Board Member for the Association of African American Financial Advisors.  Gerald also provides structured financial coaching to residents of several communities within the Commonwealth of Massachusetts, including working with select non-profit organizations.


 

Chloé A. Moore, CFP®

Financial Staples

Working in the financial services industry since 2004, Chloé has provided comprehensive financial planning services to individuals, families, corporate executives, and institutions.  In addition to financial planning, her experience includes qualified and non-qualified retirement plans, executive benefits, account management, operations, and financial education.  Chloé has a passion for financial planning and enjoys building relationships where her clients see her as a trusted advisor.  When providing financial planning services, Chloé takes a collaborative approach with clients and their other advisors and creates customized solutions that incorporate her clients’ goals and financial objectives.

While working primarily with high net worth individuals and families throughout her career, Chloé saw the impact that long term financial guidance could have on accumulating wealth, maintaining it, and efficiently passing it on to future generations.  She desired to make quality financial advice and guidance accessible to early and mid-career professionals with great income and savings potential but not enough investment assets to meet the minimums of many traditional financial advisory firms.  She started Financial Staples to bring comprehensive financial planning services to this underserved demographic.  Chloé is also a consultant and founder of C-Level Consultants, a firm specializing in outsourced financial planning and operations services for small, independent advisory firms and multi-family offices.

Chloé graduated from the University of Alabama with a Bachelor of Science in Consumer Sciences and a concentration in Family Financial Planning and Counseling.  She is a CERTIFIED FINANCIAL PLANNER™ practitioner and an active member of the Financial Planning Association, the National Association of Personal Financial Advisors, XY Planning Network, and the Estate Planning Council of North Georgia.


 

René Nourse, CFP®

Founder and CEO of Urban Wealth Management Group

René Nourse, CFP©, is the Founder and CEO of Urban Wealth Management Group. After 25 years in the traditional Brokerage space, she left Morgan Stanley in June of 2012, to launch Urban Wealth Management, LLC, to better serve her clients with a focus on Financial Planning. Recognizing that women face unique and complex financial challenges, she formed the Smart Women ~ Savvy Money Club in order to provide a supportive, secure environment where women are encouraged to learn, explore and feel confident about making financial decisions.

A frequent guest speaker and blogger on the subjects of Women and Money, she has also been honored as a Five Star Wealth Manager for 2012, and 2014- 2017. Since 2013, she has been a guest contributor for CNBC’s Closing Bell Report.

Career activities aside, she is active in and supports organizations that offer services and programs for women and teen girls. She is a member of Step Up Women’s Network, an Advisory Board member for EmpowHer Institute, which strives to empower marginalized teen girls to pursue higher education and City Scholars Foundation, which provides leadership development training for Executive Directors of community based after–school programs across Los Angeles County.


 

Rickie Taylor

Regional Director of Retirement Plan Consultants

Rickie Taylor is a Regional Director for Retirement Plan Consultants (RPC). Rickie is responsible for 401(k)/Qualified Plan consulting and business development initiatives in partnership with financial advisors, CPAs, lawyers and payroll providers. RPC's retirement solution offers expertise in plan design, administration and recordkeeping services, audit ready compliance documentation, and optional 3(38) investment fiduciary services or an open architecture investment platform.

Prior to joining RPC, Rickie spent over 15 years as a local Third Party Administrator. Rickie was a dedicated resource to the plans he serviced with great knowledge of the plan's operations and a one phone call attitude. Rickie started his career at New York Life Investment Management where he worked with retirement plans and was part of the marketing group for the upstart 529 plan. He presented the 529 foundations to over 300 New York Life agents.

Rickie is now in the best position of his career, as he will tell you that it's all about shaking hands and kissing babies. In his spare time, Rickie enjoys cooking and working out to counter the effects of his love of cooking.


Trudy R. Turner, CPA/PFS, CFP®

Trudy R. Turner, CPA/PFS, CFP® is a wealth management professional with more than 25 years of financial services experience. Turner joined United Capital as a Senior Wealth Manager in 2015, utilizing her expertise in financial planning, wealth management and tax planning to help clients manage their financial lives.  

She has served her profession in local and national leadership positions for the Financial Planning Association (FPA), the American Institute of CPAs (AICPA) and most recently the Association of African-American Financial Advisors (Quad-A). In her community, she serves on the Parkland Foundation Board of Directors, as well as Chair of both the Parkland Foundation Planned Giving Council and Investment Committees.

Not only is financial planning Trudy's profession, she also feels it's her calling. When she is not working with clients, she can be found teaching, mentoring and counseling students, young practitioners and career changers to accelerate their success in the financial planning profession. Trudy has taught in the Southern Methodist University CFP® Certificate Program, been a professional mentor with the University of North Texas Professional Leadership Program and celebrates each FPA Diversity Scholarship honoree, having served as the FPA Diversity Scholarship Inaugural Chair who’s team created the award.