Meet the Team

Being a financial advisor for over a decade, our founder realized the financial planning and investment management industry wasn’t designed for the modern millennial. The person who is ambitious, thriving, enjoys life and wants a financial plan that can meet them where they are, instead of telling them to penny pinch their way to wealth. 

Our clients are intelligent, ambitious and educated, They’ve made some good decisions but are trying to put it all together in a way that gives them confidence to know they are making the right moves. That is why we created Capitalwize.

Lead by our Founder, George,  we aim to provide an experience that you don’t typically see in the financial planning industry. If you join us, you’ll see exactly what we mean. We operate as the Financial CEO for our clients, coordinating all the members of your financial team on one accord. You can learn more about our process here.

Our Team

George Acheampong Jr.

Co Founder,  Managing Partner

Kenney Conwell

Co Founder, Managing Partner

Da-zha Jones, CFP®

Lead Financial Planner

Crystal Roseman

Financial Planner

Samantha Kall

Director of Client Experience & Operations Manager

In addition to our in-house team, our implementation partners have you covered with everything else from:

Estate Planning, Insurance (Auto, home, life, disability, personal injury), Accounting, Tax Prep, Tax Planning, Bookkeeping,  Real Estate Advising and more.

Below are some of our dedicated relationships.

Shanika Johnson

Director of Behavorial Finance

Diana Williams

Tax Compliance & Accounting

Anna Murphy

Bookkeeping Expert

Javin Daniels

Real Estate Advising

Disclaimer: Strategic partners are not members or employees of Capitalwize, LLC. Clients are under no obligation to work with our strategic partners.