Our Team

Our Story

Welcome to New Perspective Financial Solutions, your premier destination for expert financial guidance. Founded in 2020 by Tayvon Jackson, our firm is dedicated to providing a tailored suite of services to meet your unique financial needs.

 

At New Perspective Financial Solutions, we recognize that each financial journey is distinct. Whether you’re beginning to plan for retirement or aiming to enhance your current financial assets, you’ll be supported by a team of seasoned advisors who each contribute their specialized expertise and perspective.

 

We value building enduring relationships founded on trust, transparency, and a mutual commitment to your financial success. Discover how we can offer you a fresh perspective and assist in shaping a prosperous financial future.

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Tayvon Jackson

Founder and CEO | Financial Advisor

Tayvon Jackson is a Financial Advisor for New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Having an income plan and tax plan in retirement has helped Tayvon help countless individuals in the financial planning process. Tayvon provides educational seminars on income planning, Social Security, and Medicare strategies in the community and is a strong advocate for financial literacy.

 

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Vanessa Patterson, CFP®

Managing Partner | Financial Advisor

Vanessa Patterson is a Financial Advisor for New Perspective Financial Solutions and has a passion for helping her clients fulfill their financial futures in retirement and beyond. As an independent investment advisor, she brings her expertise to make sure that our clients’ needs are being fulfilled. She listens and asks questions until she has understood and defined her clients’ needs, then tailors her solutions to fit each unique situation. She earns her client’s trust through transparency, integrity, and her commitment to getting the job done.

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Rick Hoskins

Financial Advisor

Rick Hoskins is a seasoned Financial Advisor for New Perspective Financial Solutions and has been licensed since 2014. He empowers both pre and post retirees to embrace their “encore chapter” with confidence thanks to his knowledge in crafting personalized income, legacy, and tax strategies.

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Lisa Kim

Financial Advisor

Lisa Kim is a Financial Advisor at New Perspective Financial Solutions, previously served as a financial analyst for Lockheed Martin under the Hubble Space Telescope umbrella, and has worked closely with businesses, individuals, and families.

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Gunnar Laasanen

Director of Operations

Gunnar has over a decade of experience in the financial services industry. Having worked as both a financial advisor and in operational leadership, Gunnar is deeply committed to ensuring clients receive exceptional service and sound financial strategies tailored to their unique needs. He has earned the CERTIFIED FINANCIAL PLANNER™ certification, which reflects his dedication to upholding the highest standards of ethics and expertise in financial planning.

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Tony Barnett

Director of Marketing

Tony is a consummate business leader. The son of an information technology pioneer (a co-founder of Telenet), he was raised with an unparalleled work ethic. He’s had every job, from dishwasher to the owner of an IT services and recruiting firm. His industry experience ranges from hospitality, financial services, and technology to entertainment, government contracting, and not-for-profit organizations. Most recently, he’s helped insurance agents develop and grow their retirement planning firms.  

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Ebony Hairston

VP of Operations

Ebony has over two decades of experience in the financial services industry. She began her career with a boutique broker-dealer as a business services coordinator before moving into a role as an advisor support specialist, servicing premier broker-dealer financial advisors and their clients in all areas of operations. Ebony was also the strategic relationship manager for a non-profit organization in Washington, DC. She worked hand-in-hand with the executive director to create logistical plans that foster civic engagement and leadership that help drive economic growth and strengthen the fabric of communities. Ebony’s strengths include building strong, lasting relationships, problem solving, logistical planning, multi-tasking, organization, professional communication, and customer service.

Krista Bennett

Senior Operations Service Manager

With five years of client service and finance experience and three years working alongside financial advisors, Krista is a powerful force in her role as a senior operations service manager. She uses her positive attitude and tireless energy to encourage others to work hard, succeed, and reach their financial goals.

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Morgan Hightower

Operations Associate

With her background in financial services and customer success, Morgan is a capable and astute hard worker with a keen eye for efficiency and process optimization. She excels in streamlining operations to enhance performance and client satisfaction. She holds two degrees in Communication and African American studies from the University of Maryland and is passionate about ministry and social welfare.

Lily Fujii

Director of Client Services & Marketing Coordinator

Lily Fujii is a marketing professional known for her unwavering focus on delivering exceptional customer service. She has honed her skills in event planning, communication, and customer experience to help companies build strong relationships with their clients. In addition to her marketing expertise, Lily is also an avid enthusiast of outdoor activities, especially hiking. She believes that being active in nature helps her clear her mind and gain a fresh perspective on her work.

Karina Pelagio

Executive Assistant

Karina May Pelagio has been an executive assistant at our company for over six years. She expertly manages executive schedules, coordinates meetings and handles communications, ensuring our operations run smoothly. Beyond her administrative skills, Karina is passionate about graphic designing and video editing, staying up-to-date with the latest trends. This enthusiasm not only broadens her industry expertise but also enhances her contributions to our firm’s success.

We have access to a team of experienced professionals from across the industry. We can conveniently draw on these strategic partnerships to promote the total alignment of your financial plans.

New Perspective Financial Solutions has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

Want to meet the team?

Fill out the form below for more information about New Perspective Financial Solutions.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Contact

Office: (202) 790-3786

Fax: (301) 968-4067

info@newperspectivefs.com

Hyattsville Office

8201 Corporate Dr.

Suite 1135

Hyattsville, Maryland 20785

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Privacy Policy

Insurance products are offered through the insurance business New Perspective Financial Solutions. New Perspective Financial Solutions is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by New Perspective Financial Solutions are not subject to Investment Advisor requirements.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

 

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

 

Market Guard® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard ® does not offer advice or enter into fiduciary relationships.  

 

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Tayvon Jackson

Founder and CEO | Financial Advisor

Tayvon Jackson is a Financial Advisor for New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Having an income plan and tax plan in retirement has helped Tayvon help countless individuals in the financial planning process. Tayvon provides educational seminars on income planning, Social Security, and Medicare strategies in the community and is a strong advocate for financial literacy.

 

A former Division 1 Basketball player and triple major from Mount St. Mary’s University in math, business, and information systems, Tayvon also is a Chartered Retirement Plan Counselor CRPC, Accredited Asset Management Specialist AAMS, and writer for Forbes Council. You can watch Tayvon on CBS Great Day Washington Monday through Friday.

 

Forbes Council is an invitation-only organization for executives in account, financial planning and wealth management firms. You must generate a minimum of $1M in revenue and pay a fee to join.

 

 

Vanessa Patterson, CFP®

Managing Partner | Financial Advisor

Vanessa Patterson is a Financial Advisor for New Perspective Financial Solutions and has a passion for helping her clients fulfill their financial futures in retirement and beyond. As an independent investment advisor, she brings her expertise to make sure that our clients’ needs are being fulfilled. She listens and asks questions until she has understood and defined her clients’ needs, then tailors her solutions to fit each unique situation. She earns her client’s trust through transparency, integrity, and her commitment to getting the job done.

 

Vanessa attended Mount St. Mary’s University, where she earned her bachelor’s degree in mathematics, and Georgetown University, where she earned her master’s degree in mathematics and statistics. Vanessa has also been a licensed real estate broker since 2011, a National Social Security Advisor Certificate Holder, and a strong advocate of financial literacy.

 

In her free time, Vanessa enjoys traveling, trying out new restaurants in the D.C. area, and cheering her daughter on at lacrosse games and gymnastics competitions.

 

 

Rick Hoskins

Financial Advisor

Rick Hoskins is a seasoned Financial Advisor for New Perspective Financial Solutions and has been licensed since 2014. He empowers both pre and post retirees to embrace their “encore chapter” with confidence thanks to his knowledge in crafting personalized income, legacy, and tax strategies.

 

A proud alumnus of the University of Missouri, Rick holds a bachelor’s degree in Personal Financial Planning. His commitment to financial literacy is evident through numerous seminars and webinars conducted nationwide, helping educate families and individuals on the transformative power of strategic planning. Rick firmly believes that planning knows no boundaries, a philosophy that has guided his interactions with many families across the country.

 

In 2016, Rick became a charter member of the Downtown Silver Spring Rotary Club, a gathering of 28 service-oriented community leaders united by the motto “Service Above Self.” Additionally, Rick is a distinguished 13-year member of Alpha Phi Alpha Fraternity Inc., earning numerous awards and recognitions for his unwavering dedication to community service. In 2018 Rick became a member of Leadership Montgomery, which is the most prestigious leadership and community focused organization in Montgomery County, with a long alumni roster of some of the most widely recognized business leaders and political figures in Maryland. Through his extensive knowledge and commitment to making a positive impact, Rick works toward exemplifying the intersection of financial acumen and community leadership.

Lisa Kim

Financial Advisor

Lisa Kim is a Financial Advisor at New Perspective Financial Solutions, previously served as a financial analyst for Lockheed Martin under the Hubble Space Telescope umbrella, and has worked closely with businesses, individuals, and families.

 

Lisa leverages her extensive experience in managing assets and holdings to bring a comprehensive perspective to the challenges we face today. She relishes working with all types of clients as well as assisting prospective clients.

 

An advocate for vulnerable populations, Lisa has served children and adults with disabilities for three decades. She takes great pride in philanthropic involvement supporting causes throughout the community.

 

Lisa’s vision of advising clients with real world statistics and data has been successful. As a visionary, she has cultivated a team of client-driven and caring professionals to serve clients, their families, their businesses, their communities, and to preserve legacy.

Gunnar Laasanen

Director of Operations

Gunnar has over a decade of experience in the financial services industry. Having worked as both a financial advisor and in operational leadership, Gunnar is deeply committed to ensuring clients receive exceptional service and sound financial strategies tailored to their unique needs. He has earned the CERTIFIED FINANCIAL PLANNER™ certification, which reflects his dedication to upholding the highest standards of ethics and expertise in financial planning.

 

A proud alumnus of Old Dominion University, where he played lacrosse, Gunnar has called the DMV area home since 2005. Passionate about giving back to the community, Gunnar serves on the board of the Hope For Grieving Families Charity, based in Washington, D.C., which supports families coping with the loss of a parent or child. 

 

In his free time, Gunnar enjoys golfing, camping, and backpacking, blending his love for the outdoors with his drive to stay active. His experience, community involvement, and dedication to excellence make him a vital part of New Perspective Financial Solutions.

Tony Barnett

Director of Marketing

Tony is a consummate business leader. The son of an information technology pioneer (a co-founder of Telenet), he was raised with an unparalleled work ethic. He’s had every job, from dishwasher to the owner of an IT services and recruiting firm. His industry experience ranges from hospitality, financial services, and technology to entertainment, government contracting, and not-for-profit organizations. Most recently, he’s helped insurance agents develop and grow their retirement planning firms.  

 

Before joining New Perspective, Tony was Chief of Staff at Shirley Luu & Associates, which recently was awarded the Washington Business Journal’s “Fastest Growing Companies” two years in a row. As part of the team with Tayvon, he will assist with operations, events, and clients with their life insurance and annuity needs. He is a licensed life and annuities agent in Virginia, Maryland, and D.C.  

 

In his spare time, he is an accomplished poet with a published book, “Enlightenment Through the Fog” and a second book on the way. He also manages a community pool, develops fundraisers for cancer research, provides mentorship to entrepreneurs, and leverages his skills as a trained chef for private events and charities.

Krista Bennett

Senior Operations Service Manager

With five years of client service and finance experience and three years working alongside financial advisors, Krista is a powerful force in her role as a senior operations service manager. She uses her positive attitude and tireless energy to encourage others to work hard, succeed, and reach their financial goals.

 

Krista grew up in Washington D.C. and attends the University of Maryland Global Campus, where she is earning her bachelor’s degree in human resources management. Her career ambition is to become a director of operations in the financial sector.

 

Krista’s free time is spent enjoying her daily 5 a.m. workouts, spending time with her twin sister, and watching true crime documentaries.