Optimize Your Finances

Financial advice for professionals in their 30's and 40's

Invest Smarter

Reduce Taxes

Retire Securely

Maximize Your Money

Comprehensive Financial Planning

What We Offer

401k, IRA & Brokerage Accounts

We’ll apply the 3 building blocks of investing: smart diversification, match risk tolerance, and lower cost.

Retire Early

We’ll make retirement projections so you can be on track to live your lifestyle after retirement.

Pay Off Student Loans and Other Debt

We’ll look into Public Service Loan Forgiveness; refinancing; or using the debt snowball method.

Saving for College or Your Child's Education

We’ll advise you on the right 529 plan, amount and investment choices.

Lower Taxes

We’ll consider using tax-advantaged vehicles like Roth/Backdoor Roth, HSA, Roth and After-Tax 401k.

Save for Your Life Goals and Dreams

We’ll use the 3 Kinder questions to draw out what’s truly important to you. Then we’ll develop a blueprint.

Working together

What You Get

You’ll receive a comprehensive financial plan – a blueprint to help you reach your financial goals. We will work with you in implementing this Plan.

Recommendations on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house buying decisions, debt, college savings, and estate planning.

couple sitting on bed with laptop surrounded by confetti celebrating good financial advice
woman with laptop sitting at kitchen table looking over her comprehensive financial plan

Why Choose Us

Get Unbiased Advice

50+

Years of Experience

100+

Clients

Our Team

Meet District Capital Management

Alvin Carlose, CFP, CFA financial planner and managing partner

Alvin has helped ~200 middle-class folks take control of their finances since 2011. He is an Adjunct Assistant Professor at UMUC & has an MA in International Relations from Johns Hopkins. He is the recipient of the 2018 Financial Planning Association Diversity Scholarship. Alvin enjoys playing Ultimate Frisbee.

Alvin Carlos, CFP®, CFA

Financial Planner & Managing Partner

Shanna Due, AFC financial planner

Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.

Shanna Due, AFC®

Financial Planner

Kateri Zhy, MBS associate financial planner

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.

Kateri Zhu, MBA

Associate Financial Planner

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.

Kayla Andrews, CFP®, ChFC®, AFC®

Financial Planner

Tec Han, MBS financial partner

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.

Tec Han, MBA

Partner

Andrew Kim, CFA financial advisor

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.

Andrew Kim, CFA

Partner

Charlsey Mahle, financial assistant

Charlsey is an Army veteran and Army spouse working as our team’s Virtual Assistant. She enjoys helping our business gain efficiencies through effective systems and record keeping. Charlsey is a graduate of the United States Military Academy and is married with two children.

Charlsey Mahle

Virtual Assistant

Becky Scherbring, financial bookkeeper

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.

Becky Scherbring

Bookkeeper

Blog

The latest articles and videos from our blog

Schedule a free discovery call today

Get In Touch

We’re excited to hear from you!

Location

4301 50th Street NW
Suite 300 #2030
Washington, DC 20016​

Email

Info@DistrictCapitalManagement.com

Phone

571-210-2121