David is the Chief Executive Officer and Chief Investment Officer of Kalorama Wealth Strategies, LLC, a fee-only investment advisory and financial planning firm focused on the needs of members and allies of the DC Metro area gay and lesbian community.
With more than 15 years experience in the financial services industry, David is uniquely qualified to advise individuals regarding their investments and financial planning matters. He is a CERTIFIED FINANCIAL PLANNER (CFP)TM professional and a member of the Financial Planning Association and Chartered Financial Analyst (CFA) charter holder, with membership in the CFA Institute and the CFA Society of Washington, D.C.
Since 1999, David has been an adjunct professor in the Department of Finance and Real Estate in the Kogod School of Business Administration at the American University. Teaching assignments have included an under-graduate personal finance course, as well as graduate and under-graduate courses in real estate principles and investments.
David frequently volunteers for Metro DC GLBT non-profit organizations through Burgundy Crescent Volunteers, including One In Ten, Gay Men?s Chorus, Food and Friends, Mautner Project, Equality Maryland, and HRC. He also helps The DC Center?s Elder Think Tank with its GLBT Financial Education Series including retirement planning, insurance, real estate, and estate planning.
Mr. Marengo is a graduate of Ramapo College of New Jersey where he received a Bachelor of Arts in Metropolitan Studies with concentrations in Criminology and Substance Abuse. Mr. Marengo?s work in state politics brough him to DC where he worked on and off the hill. Shortly after the 2000 elections, Mr. Marengo began working for a wide range of non-profits and associations in the areas of data management and event planning/development.
Montrella is on a mission for underrepresented populations to have Prosperity,
Protection, and Peace. She is the CEO of Affinity Health Affairs and CowanLife, a
financial planning and risk advisory company with a special focus on empowering
minority and underrepresented populations with respect to the wealth gap,
including LGBTQ communities and Black communities.
Montrella has been helping the most vulnerable individuals and families for over 18
years as a Licensed Independent Clinical Social Worker (LICSW) and now a Licensed
Insurance Agent. Her clients truly appreciate her wisdom-from-experience. Not only
did her HIV-positive mother die in 2018, but, just four months later, she lost her
first-born daughter to Lupus. With her holistic approach, Montrella is committed to
helping you and your family have “Peace of Mind and Peace of Money.” Montrella is
passionate about revealing the secrets of wealth so that her clients can start to
break the chains of generational curses of poverty and start creating family legacies
of wealth and protection. Montrella’s talks include topics on Getting Out of Debt in
9 Years or Less; Financial Planning for People with Chronic Health Conditions; Don’t
Wait to Die: Live with the Benefits of Your Insurance Policy Now; Create Your Own
Family Bank and; How to Have a Tax-Free Retirement as a Member of the LGBTQ
Community.
Montrella has served as a mentor to young adults for more than a decade, helping
them to become effective change agents. She is a Field Instructor for several
universities around the country, including Howard University, Morgan State, VCU,
George Mason University, Western New Mexico University, and others.
Montrella is a USA Today bestselling author and renowned thought leader whose
expertise has been featured in Inspired Living TV, The Washington Post, Essence
Magazine, Radio One, Fox, NPR, NBC, ABC, and dozens of other local, regional, and
national media outlets. As a keynote speaker, Montrella has shared the stage with
some of the greatest motivational speakers of all time to include Les Brown and Dr.
George Fraser.
Montrella earned a bachelor’s degree in interdisciplinary studies and social Work
from Catholic University of America and a master’s degree in social work from
Howard University. She also has a Nonprofit Management and Executive
Leadership Certificate from Georgetown University. She is a proud mother and a
member of Delta Sigma Theta Sorority.
If YOU are READY to smash your past and co-create your future, book Montrella as
your next guest speaker by calling 202-421-3617 or emailing cmontrella@msn.com
Alexander Rey Perez (Divine, They, King, He), widely known as Lexlyrics, is an intentional light worker with an unwavering commitment to fostering positive change in every community they touch. Through embodying the values of presence and visibility, Alexander has emerged as a catalyst for transformation in artistic, spiritual, and social justice spheres.
Alexander comes from Dominican, Cuban, and Costa Rican lineages. Additionally, Alexander is a two-spirit individual with a trans experience. Despite facing challenges such as houselessness, extreme trauma, mental health issues, and surviving jail systems due to subsequent trauma, Alexander teaches us that, regardless of where you come from or what you endure, you get to decide what you make of it. That we are in fact creators of reality.
Alexander has been instrumental in creating impactful solutions within the DEI landscape.
Alexander is also a facilitator, event curator, and a creatrix at his core. He is a poet and soon to be published author.
His contributions extend across diverse areas such as LGBTQ+ mutual aid, public health, community building, and intentional healing through art. As an adept event curator and clairsentient spiritual channel, Alexander lends his voice to empowering discussions.
Moreover Alexander’s commitment to his spiritual journey, rest, joy, and love is how he models unity consciousness in everything they do.
Their engagements cover a spectrum of topics, including ethical and equitable philanthropy, the significance of employing and empowering individuals with diverse lived expertise, and the importance of heart-mind-body alignment in navigating various spaces.
Alexander is not just a speaker; they activate a frequency that inspires and uplifts while addressing critical issues with a passion that resonates.
Alexandra is a Policy Advocate at Protect Democracy, where she leads the National Election Advocacy Team and coordinates the activities of the National Task Force on Election Crises, a cross-ideological group of over 50 civil society leaders who worked to ensure free and fair elections in 2020 and 2022, and now seek to prevent election crises in 2024 and beyond. Previously, Alexandra was a career national security professional for 13 years. Inspired by living in NYC as a law student through the 9/11 attacks, Alexandra started her career as an intelligence analyst in 2004. In 2006 she was the first employee ever to complete a gender transition while working at the Office of Naval Intelligence. She ultimately led the Intelligence Community analytic effort to disrupt the proliferation of WMD by sea, and supported many successful U.S. policy initiatives while working at ONI and at the Office of the Undersecretary of Defense for Intelligence. After leaving government in 2017, Alexandra was the first openly transgender candidate to run for Congress from Massachusetts.
Alexandra enjoys providing her perspective on leadership and communication as a transgender woman, mentoring younger LGBT and national security audiences, and discussing the stakes of the U.S. and global effort against authoritarianism. She has presented on leadership, career development, LGBT and transgender issues for private corporate clients as well as the Out and Equal Executive Leadership Forum, Leadership Summit For Women in National Security, the Rainbow Families conference, Columbia University SIPA, Rutgers University, Yale University, and Capital Trans Pride.
Alexandra is a board member of GLBTQ Advocates and Defenders (GLAD), a member of the Truman National Security Project Defense Council, and previously served on the board of Whitman Walker Health and the Steering Committee of the Massachusetts Transgender Political Coalition. Alexandra was named by Out in National Security and New America as an Out Leader in 2021, and her writings have been published in the Washington Post, The Hill, the Yale Journal of International Affairs, and the Boston Globe. Alexandra is a graduate of Brown University with an A.B. inInternational Relations, and received her law degree from Brooklyn Law School.
Dr. Sean Robinson is a Graduate Program Director and Professor in the Dept. of Advanced Studies, Leadership & Policy in the School of Education at Morgan State University in Baltimore, MD. His primary teaching and research areas include leadership and teaching for social justice, youth identity development, leadership development, organizational behavior, leadership in colleges and universities, and research methods. Sean has over 25 years experience in a multitude of educational settings at both the high school and university level. He has published over two dozen articles and book chapters, and presented over 50 presentations (locally, nationally, and internationally) focusing on LGBTQ identity development, media/pop culture’s impact on youth, and mentoring youth and young adults. In addition to his faculty role, Sean maintains a private coaching and consulting practice, which focuses on organizational development, strategic planning, human resource initiatives, and developing leaders. His clients are primarily entrepreneurs, non-profits organizations, and small businesses. Sean received his PhD in Educational Leadership & Policy Studies and his MBA in Management & Human Resources from the University of Wisconsin-Madison. In addition, he holds a Masters of Education in Counseling Psychology from the College of William & Mary. Sean’s BA is in Psychology from the University of Virginia.
Our Accounting Services provide a comprehensive and efficient financial management solution tailored to meet the diverse needs of your businesses. With a team of Certified Accounting professionals, we ensure accurate and up-to-date bookkeeping, financial reporting, and regulatory compliance. Our services include bookkeeping and financial reporting, handling accounts payable and receivable, budgeting, and financial analysis, empowering you with financial insights to make informed decisions.