Need Financial Advice? - District Capital Management

About Us

District Capital is an independent, fee-only financial planning firm.

We help professionals and entrepreneurs in their 30s and 40s elevate their finances and maximize their money. We are a virtual firm based in Washington, D.C and we work with people nationwide.

We have 2 CERTIFIED FINANCIAL PLANNER™ professionals, one Accredited Financial Counselor®, and two CFA charterholders in our team. We are fiduciary financial advisors, meaning we have an obligation to act in your best interest.

We will meet you where you are and take the time to really understand you and your financial situation. We will be there with you every step of the way to help you achieve your goals and secure your financial future.

District Capital Management

Our Core Belief

At District Capital, we believe:

Fiduciary

We act in your best interest always. 

Nothing To Sell

We are never paid a commission. Your financial plan will include the best options available to you.

Fee-Only

Our fees are transparent. There is no investment minimum.

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 Andrews, 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

Schedule a free discovery call today