Our Team

Tayvon Jackson profile picture

Tayvon Jackson – CEO

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 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 Council1. Tayvon is the author of 4 Investment Books, 40 Acres and Some Dividends, Poor Dad No Dad, Love and Finance, and Adventures of Investment Man. You can watch Tayvon on CBS Great Day Washington on Monday and Wednesday.

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

Vanessa Patterson profile picture

Vanessa Patterson

Client Relations Manager

Vanessa has always been passionate about serving the needs of clients and working diligently to give them the ultimate client experience.

A native of Maryland, Vanessa has been assisting New Perspective Financial Solutions for two years. She is the initial point of contact for all new clients and nurtures relationships with existing clients to ensure that all needs are met. Vanessa is a licensed life and health agent in Maryland and Washington, DC.

Vanessa earned her bachelor’s degree in mathematics from Mount Saint Mary University and master’s from Georgetown University. Some hobbies Vanessa enjoys are eating out, working out, traveling, and spending time with her family.

Kiara Jamison Profile Picture

Kiara Jamison

Director of Guest Experiences

Kiara is one of the longest employed members of the team at New Perspective Financial Solutions. She is the first face you will see when you walk through our door and is dedicated to serving our clients with any administrative needs. Kiara oversees all of our client events and marketing, and she believes in providing exceptional customer service that exceeds our clients’ expectations. Kiara was born and raised in the DMV area. She attended the University of Maryland and received her bachelor’s of science in public health. She also has years of experience in marketing and property management. When she’s not busy at work, she loves cooking, being outdoors, and spending time with her family.

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.

Shirly Luu Profile Picture

Shirley Luu

Financial Professional

Shirley Luu is an award winning financial professional, Amazon bestselling author, hands-on trainer, and national speaker on financial literacy. She is a renowned wealth guru with over 25 years of expertise in the financial services field that sets her apart as one of the industry’s notable authorities and recently selected by Forbes Magazine’s 50 Over 50 as one of the most influential women in finance.

Serving as an Executive Field Chairman for First Financial Security, Shirley Luu has dedicated over 25 years to informing, educating, and empowering individuals and business owners on powerful mediums for lifetime income and retirement.

Her McLean, Virginia-based, Shirley Luu & Associates, LLC, supports a team of over four thousand diverse licensed professionals nationwide, offering business opportunities to anyone with the drive to learn. She strives to master the nuances of configuring the best new and established financial and insurance products to serve her clients’ specific financial security needs. In 2021, her firm was recognized by the Washington Business Journal as one of the 75 Fastest-Growing Companies in the Washington, D.C. area and was the only financial services firm to make the list that year.

Her inspirational journey as a widowed mother of three has shaped her into a philanthropic influencer. Having experienced the unique challenges facing women and families when there is a loss of support and income, she endeavors to educate women across the globe to know their money through various organizations, events, and community enrichment programs, including the LiSA Initiative.

Released May 2021, Shirley’s first book “I.U.L. A.S.A.P.” became an Amazon bestseller in seven categories within the first week. It continues to maintain its status in the top 20 life insurance books throughout the year and is the number 1 book in the IUL category.

Shirley has appeared on various TV programs like local news networks such as Channel 5 Fox WTTG, Channel 9 New WUSA, and Channel 7 WJLA. In post-COVID 2021, she filmed a TV pilot titled “Overcomers,” scheduled for broadcast in 2022.

Amid Shirley’s many recognitions, several acknowledge her support for nonprofit and philanthropic causes that include but are not limited to financial literacy, single-parent families, and food for those in need. Not long ago, she had a syndicated show on Sirius XM Satellite Radio in all 50 states, was the host and co-producer of the cable television series “The Real Secrets of Money,” and a financial literacy speaker on Dish Network in the U.S. and Canada.

Awards and Recognitions

  • 2021 Selected by Forbes Magazine’s 50 Over 50 as one of the most influential women in finance
  • 2021 Washington Business Journal’s Fastest Growing 75 Companies
  • 2021 Published in Marquise Who’s Who in America
  • 2021 Nominated for NAWBO’s Businesswoman of the Year
  • 2021 TV Pilot for a show called “Overcomers,” teaching as a financial literacy coach
  • 2020 COPA Magazine’s Women of the Year, September issue and Businesswomen of the Year, December issue
  • 2019 Northern Virginia Leadership Awards – Corporate Leadership
  • 2019 December 2019 Fairfax County Bea Malone Small Business Award
  • 2018 Featured in Oprah Magazine, July issue
  • 2016 Forbes Magazine Top Financial Leader, October issue

Essita Duncan Profile Picture

Essita Duncan, Esquire

Essita is the principal for Heritage Hills Law, LLC, a boutique estate planning and administration law firm in Prince George’s County, Maryland. Through her practice, Essita educates individuals and families on the importance of becoming good managers of family wealth and leaving a legacy through estate planning. Through her “Real Women Have Estate Plans” campaign, she frequently speaks to women and other groups on topics related to estate planning and probate. Additionally, she authors articles encouraging readers to plan to live well. Essita has over twenty years of legal experience.

Essita is a member of the District of Columbia Bar Association, the Maryland State Bar Association, and the Prince George’s County Bar Association. As a member of the American Bar Association, she serves as Vice Chair of the Elder Affairs Committee and Liaison to Uniform Law Commission, Tenancy in Common Ownership Default Rules Committee. Essita also serves as a Commissioner for the Maryland Commission for Women and Chair for Servants Without Borders, a nonprofit organization. She holds a J.D. from the Catholic University, Columbus School of Law and Master of Law from George Washington University Law School.

Essita and her husband Colin reside in Maryland with their two children, Celeste and Gavin.

Our strategic partners works as independent third-party resources and are not affiliated or controlled by New Perspective Financial Solutions.

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