elevate Your Finances

Financial planning for professionals in their 30s and 40s

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 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.

Financial Advisor
Financial Consultant Near Me

Choosing the Right Financial Advisor

Why Choose Us

50+

Years of Experience

100+

Clients

Our Team

Meet District Capital Management

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 Welte - Financial Advisor

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 Welte, CFP®, ChFC®, AFC®

Financial Planner

Alvin Carlos - Financial Advisor

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 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.

Alvin Carlos, CFP®, CFA

Financial Planner & Managing Partner

Kateri Zhu - Financial Advisor

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
Becky Scherbring - District Capital

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

Administrative Assistant and Bookkeeping

Jessica Hanneman - District Capital

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.

Jessica Hanneman

Marketing Specialist

Tec Han - District Capital

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 - District Capital

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

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