Our Partners

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Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree.  

She is also the host of the “First-Gen Realness” podcast. There, she engages in conversations with her fellow first-generation Americans in order to reinforce their value and immense contributions to the fabric of America. By fostering a sense of community, she hopes to remind her peers that they matter, their stories are important and they are not alone in attempting to navigate multiple cultures with grace.

 Anna is a native New Yorker; lover of everything related to food, the Gambia, Latino history, West African culture, and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics, hanging with her husband and three daughters, or dreaming about her next adventure. 

Danny Harvey, The Educator Motivator, is the Director of the Financial Planning

Program & Finance Instructor in the College of Business at Prairie View A&M

University, he has over 18 years financial industry experience. While at Invesco as a

portfolio manager, he actively traded and managed over $70 billion in fixed income

assets; his funds were in the top of their Lipper category. He now provides solutions to

individuals and small businesses to attain their financial goals; and develops others to

do the same.

Danny, a professional speaker, has a TED Talk, delivered Keynote addresses,

presented at The New York Federal Reserve Bank, at Columbia University’s Teachers

College, has appeared on radio and podcasts, as well as a host of other venues to reach educators, parents, working professionals, entrepreneurs, and youth. He has been featured in the 8th- 10th editions of Who’s Who in Black Houston. And recently

named a finalist for HBCU Male Faculty of the year for 2017-18. He mentors youth,

promotes education, financial literacy, and serves on nonprofit boards. Danny is training

college students to counsel and teach financial literacy to their peers and youth.

Danny is a graduate of the Houston Black Leadership Institute (Class II), United Way’s Project Blueprint (Class XXXIV) and Leadership Houston (Class XXXVI). Danny’s

undergraduate degree is from Texas A&M University and attained a MBA from the University of Houston. Danny serves in the deacon ministry at Brookhollow Baptist Church, and is a member of Kappa Alpha Psi Fraternity, Inc. The native Houstonian is

the joyous and blessed husband of LaJuande’ and proud father of Danny and Dylan.

Mr. Harvey believes "You don’t give to get... but if You give you will get"

United States Naval Academy graduate, former two-sport NCAA Division 1 athlete, applied mathematician, cryptologist, cyber security specialist, and robotic general surgeon all before the age of 35, Dr. David Rhoiney arose from poverty and homelessness as a child to create a type of success that serves as a blueprint for others to follow. Dr. David is a passionate advocate for the voiceless who uses his life experience and talents to help others navigate the complexities of life and achieve their dreams. His life’s mission is to leave a lasting legacy that helps decrease the wealth gap and ease the barriers to a successful life that exists in the United States.

Kate Healy is CEO and Founder of AdvoKate IQ, LLC, a consultancy firm designed to help wealth management create growth strategies to take advantage of demographic changes affecting talent and client acquisition, helping firms purposely build their brand.

Healy is widely recognized as a leading advocate for the financial planning profession.

Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014

Impact Award winner for Leadership in Diversity and Inclusiveness.

She currently serves on the FinServ Foundation and is past board chair of the Foundation for Financial Planning. Kate supported the CFP Board's Center for Financial Planning in a variety of roles since inception. She was formerly managing director for TD Ameritrade Institutional, leading marketing and

Generation Next.

Healy is a frequent speaker at industry events including InvestmentNews, FA Magazine, Future Proof, FPA, NAPFA and TD Ameritrade’s LINC national conference. She is a contributor to industry publications

and podcasts, including Barron’s: The Way Forward, WealthManagement.com, and InvestmentNews.

Healy holds a Bachelor of Arts in Economics from Rutgers College.

Ashley Hardaway is a seasoned Wealth Advisor at Alexander Legacy Private Wealth Management, with extensive experience in personal financial planning and relationship management. With a proven track record in business development, she specializes in advising high-net-worth individuals and providing tailored financial strategies. Her background spans financial planning, client retention, and strategic marketing, all aimed at fostering long-term success for her clients. Additionally, she is deeply committed to mentoring young people and sharing her expertise in finance and business.

As an Assistant Professor and Undergraduate Coordinator at the University of Georgia, I am dedicated to shaping the future of financial planning through dynamic teaching and impactful research in personal finance. My work focuses on equipping students with the knowledge and skills needed to navigate complex financial landscapes, while my research aims to advance understanding in personal finance to improve financial well-being.

Dr. Terrance K. Martin, Associate Professor and Director of the Center of Excellence in Financial Services at Winston-Salem State University, specializes in financial literacy and economic well-being. With a Ph.D. in Personal Financial Planning, he has led impactful programs, secured major grants, and authored research featured in Forbes. Originally from St. Kitts and Nevis, he is dedicated to empowering underserved communities through financial education.