What Should I Do When Markets Fall?
When stocks start to go down, it can cause a lot of anxiety and unpredictability with your finances. It isn’t easy to know what to
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Working Together
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
Years of Experience
Clients
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
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.
Financial Planner
Alvin has helped ~200 middle-class folks 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 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 (pre-pandemic), and playing Ultimate Frisbee.
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.
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
When stocks start to go down, it can cause a lot of anxiety and unpredictability with your finances. It isn’t easy to know what to
When you are in your 30s and 40s, retirement can still seem a long time away. You have other priorities such as saving for a
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District Capital Management, LLC is a Registered Investment Advisor in Washington, DC, California, Illinois, Maryland, and Virginia.
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