Our Team

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 Monday through Friday.

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 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.

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.

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.

To enhance his work experience, Aaron acquired his Series 7 and 66 licenses in 2017 (beginning his career as a financial advisor), MD Life and Health Insurance Producer license, Chartered Retirement Planning Counselor designation (CRPC), a master’s degree in management concentrating on financial management from University of Maryland, University College, and Bachelor of Arts in psychology from University of Maryland, Baltimore County.

Aaron has a passion for financial literacy and helps educate his clients on ways to overcome financial obstacles with sound financial advice and guidance. He has worked with many clients of all social economic statuses to pursue goals such as retirement, legacy planning, home ownership, higher education, business transitions, and other major family life events. More than developing his professional insights, he cares about his clients’ comprehension of why his advice works for a particular need at a particular time.

At this point of his career, he cares most about bridging the financial knowledge and wealth gap that exists between the haves and the have-nots in America. With his network of professionals, his mission is to educate and connect individuals to strategies to some of their most pressing financial quests and decisions with his unique perspective and delivery.

When Aaron is not reading history or playing Sudoku, you can find him golfing, traveling, working out, or enjoying adventures with his kids, Zoey and Zayden.

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 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.

Prior to joining New Perspective Financial Solutions, Shavanna worked as a Client Leader within the Traffic, Marketing, and Technology umbrella at Amazon. She now brings her talents and extensive experience to contribute to the success of New Perspective Financial Solutions.

Amidst high-pressure scenarios, Shavanna’s knack for rapid learning harmonizes seamlessly with her dedication to nurturing workspaces that celebrate diversity of thought. Beyond shouldering significant responsibilities, her track record is a symphony of consistent, trackable performance metrics and undeniable success. Shavanna is not just passionate about translating visions into reality; she is fervent about doing so while upholding the bedrock principles of equity and inclusion. Her impactful contributions have left an indelible mark on federal government, healthcare, and private industry settings, catalyzing exponential growth and cultivating environments conducive to success and harmony.

In Shavanna’s free time, she enjoys spending quality moments with her two children, Bryan and Monroe, discovering new music, indulging in painting, and immersing herself in the world of literature.