Backdoor Roth IRA 2023: 3 Simple Steps
Are you looking for a way to grow your retirement savings? Roth IRAs are a great way to grow your money tax-free. However, once you
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You’ll receive a comprehensive financial plan – a blueprint to help you reach your financial goals. We will work with you in implementing this financial plan.
You’ll receive recommendations on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.
Choosing the Right Financial Advisor
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Our Team
We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders on our team. We will meet you where you are, act in your best interest, and help align your money with your values. We believe money is a tool to help you live your best life.
Kayla has been helping clients optimize their personal finances since 2009. With a background in financial counseling and education, Kayla is passionate about helping people prioritize and reach their financial goals. She is originally from a small mountain town in California, but currently resides in Colorado where she is raising her 3 children.
Financial Planner
Alvin has been helping professionals take control of their finances since 2011. He has an MA in International Relations from Johns Hopkins and is the recipient of the 2021 Financial Planning Association Diversity Scholarship. He was also named one of Washington, DC’s Best Financial Advisers for 2022. He currently volunteers as Treasurer for the Lutheran Social Services, a non-profit that helps refugees & immigrants in the U.S. Alvin enjoys hiking, swing dancing , and playing Pickleball.
Financial Planner & Managing Partner
Kateri believes there are 3 things a person can do with money to improve their financial health: earn it, save it, and grow it. She’s most passionate about the 3rd – and making all three work to facilitate the life of her client’s design. She holds an MBA from The Wharton School at UPenn and is a Woodrow Speir Fellow for outstanding character, integrity, and leadership. She graduated from Duke University Phi Beta Kappa, Cum Laude, and Dean’s List with Distinction.
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.
Administrative Assistant and Bookkeeping
Jessica is an Army spouse who is originally from New Zealand. She graduated from the University of Auckland with a Bachelor of Commerce and has six years experience in the marketing industry. She enjoys traveling, cooking, hiking and chasing her son around.
Marketing Specialist
Tec is the Chief Investment Officer of Vibrato Capital LLC, a private investment office that oversees both tax-exempt and taxable portfolios. He brings experience in institutional investment management. Prior to Vibrato Capital, Tec was a senior analyst for Clark Enterprises, the National Railroad Retirement Investment Trust and Cambridge Associates. Mr. Han graduated from Vassar College with a BA in Economics. He earned his MBA from the Johnson School of Management at Cornell University.
Partner
Andrew currently manages the multi-billion dollar pension fund of a fortune 500 company. Prior to this, he was a Senior Investment Analyst at the National Railroad Retirement Investment Trust and a Senior Research Associate at Cambridge Associates. Andrew obtained his bachelor’s degree from Columbia University. Andrew is a recent proud father.
Partner
Are you looking for a way to grow your retirement savings? Roth IRAs are a great way to grow your money tax-free. However, once you
Do you have a 401(k) with both a Roth and traditional option? Do you ever wonder which you should choose to contribute to and why?
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District Capital Management, LLC is a Registered Investment Advisor in Washington, DC, Maryland, and Virginia.
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