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 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 a fiduciary, 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.
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.
Certified Financial Planner™
Jacqueline Schadeck is a Certified Financial Planner™ professional who partners with individuals and families to help them gain financial clarity. She believes that people need comprehensive financial guidance in order to make the best decisions, and she has a passion for helping clients achieve financial success.
In keeping with her desire to help people, Jacqueline finds it important to give back to her community by volunteering for various organizations including her church, several non-profits and her college alma mater. She is also a past board member for the Financial Planning Association of Georgia.
Director of Operations
Kaustav is an experienced leader with a skillset in finance, wealth management, client services, and analytics. He focuses on providing exceptional client service through developing consistent operational pipelines.
Kaustav grew up in Maryland where he obtained his bachelor’s degree in social psychology and his master’s degree in data analytics at the University of Maryland. After college, he moved to Los Angeles where he attained numerous top professional awards for team performance, individual performance, and client service.
In his free time, Kaustav enjoys traveling, comedy, writing, film, music, and sneakers. He currently lives in Alexandria, Virginia, and enjoys spending time with his family and friends. Kaustav is passionate about investing and works tirelessly to teach best, stable investment practices and philosophies.
VP of Operations
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.
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.
Director of First Impressions & Marketing Coordinator
Client Services Associate
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