OUR TEAM

Meet the dedicated minds behind our financial success – a team driven by expertise, integrity,
and a shared commitment to guiding you toward financial prosperity.

OUR TEAM

Meet the dedicated minds behind our financial success – a team driven by expertise, integrity,
and a shared commitment to guiding you toward financial prosperity.

Meet Our Dedicated Wealth Management Team!

Keisha Smith-Jones
President

Keith McGee
Executive Administrative Assistant

DeDe Miser
Financial Consultant

Lisa Stanford
Team Member

Keisha Smith-Jones

Dive Into
Keisha’s Story!

Step into Keisha’s world and explore a journey marked by resilience and a deep commitment to improving lives through financial guidance. From her early studies to her time in the Navy, Keisha’s life took unexpected twists, ultimately leading her to the field of financial advising. Discover Keisha’s story to understand why she has made it her mission to ensure that everyone has access to the financial guidance they deserve, regardless of their background.

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Connect With Our Dedicated Team!