About Us

Our Purpose

Our mission is to provide accessible, best-in-class financial advice to professionals in their 30s and 40s.

Our Core Values

Deliver Massive Value

We work hard to provide top-notch solutions to life's financial hurdles.

Make An Impact

We put the needs and priorities of our clients and our community first.

Listen Deeply & Speak With Care

We focus on listening first and being honest and transparent with our clients.

Meet You Where You Are

We take the time to understand your unique situation and help you reach your life goals.

District Capital Management

We give unbiased financial advice to help maximize your money and achieve your life goals.

- Alvin Carlos, CFP®, CFA®

Fiduciary

We always put your best interests above our own.

Nothing To Sell

We are never paid any commissions by third parties.

Fee-Only

Our fees are transparent. No hidden fees.

Our Team

Meet District Capital Management

Certified Financial Planner Alvin Carlos

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.

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 Zhu

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 Andrews 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 Welte, CFP®, ChFC®, AFC®

Financial Planner

Tec Han

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

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

Jessica Hanneman

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

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