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

Junior Financial Advisor

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.

Kaustav Ghose Profile Picture

Kaustav Ghose

Director of Operations

Tony Barnett Profile Picture

Tony Barnett

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, assisting agents in developing and growing their insurance and retirement planning firms.

Like his father, Tony has a passion for fostering innovative and disruptive businesses. He has earned his peers’ respect for being a prolific connector and thinking outside of the box when solving business challenges. Recently, he has consulted for companies in AI, software development, cyber and physical security, manufacturing, and food service. Currently, he assists the operations and growth of independent financial services agencies, including New Perspective Financial Services and Shirley Luu & Associates, which was just awarded the Washington Business Journal’s “Fastest Growing Companies” award for the second year in a row.

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.

Lily Fujii Profile Picture

Lily Fujii

Director of First Impressions & Marketing Coordinator

Lisa Alexander Profile Picture

Lisa Alexander

Junior Advisor & Appointment Specialist

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.

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

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