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Your Dedicated Financial Partners

Our founder, Keith Beverly, was born and raised in Washington, D.C. The D.C. area code, 202, is incorporated into our firm’s name to represent its unwavering commitment to the values and perspective Keith cultivated in his journey to become a wealth manager.

When faced with challenges, Keith remained committed to four key values he continues to uphold to this day: resilience, integrity, excellence and community. These values guide our approach with our clients and serve as the bedrock for everything we do.

Kamila McDonnough, MBA, CFP® Photo Kamila McDonnough, MBA, CFP® Hover Photo
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Kamila McDonnough, MBA, CFP®

President and Partner

Kamila has nearly two decades of financial planning and investment experience assisting high net worth individuals, endowments & foundations and business owners with comprehensive wealth solutions and holistic planning.

Kamila spent most of her professional career at Vanguard working with ultra-high net worth individuals and endowments & foundations, inclusive of major universities, hospitals and other charitable organizations throughout the southeast U.S. She also worked at Dimensional Fund Advisors supporting financial advisors with investment solutions to meet the unique needs of their clients.

Kamila is on the Board of Directors for the CFP Board. The CFP Board of Directors is the policy-making and oversight body of Certified Financial Planner Board of Standards, Inc. for over 86,000 professionals in the U.S. She serves on the Investment Committee for Women Against Abuse Inc. located in Philadelphia, PA and is the Foundation Board President for the Junior League of Charlotte Legacy Foundation.She also has been an active volunteer with the IRS Volunteer Income Tax Assistance (VITA) program.

Kamila obtained her B.A. and MBA from The Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ and holds licenses for Life, Health and Long-Term Care Insurance.

Keith Beverly, MBA, CFA, CFP®  Photo Keith Beverly, MBA, CFA, CFP®  Hover Photo
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Keith Beverly, MBA, CFA, CFP®

Managing Partner and Chief Investment Officer

Keith Beverly, CFA, CFP®

Managing Partner and Chief Investment Officer


With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies for medical professionals, attorneys and professional athletes. GRID 202 Partners has developed an expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact. 

A Washington, D.C. native, he is one of fewer than 20 African American advisors in the United States who holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA) designations.

Passionate about financial education — particularly in lower-income communities — Keith taught financial literacy for several semesters at the Washington Jesuit Academy near his hometown. Additionally, he has delivered numerous seminars and workshops to groups ranging from medical students to retirees.

Keith graduated from Carnegie Mellon's Tepper School of Business with honors and obtained his M.B.A. from UNC’s Kenan-Flagler Business School, where he was a Dean's Fellow. He also sits on the board of North Carolina A&T’s Department of Family and Consumer Services, one of four CFP® Board-registered programs at a historically black college.

James Mwombela, CFP® Photo James Mwombela, CFP® Hover Photo
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James Mwombela, CFP®

Associate Planner

James Mwombela, CFP®

AsSOCIATE PLANNER


James was born and raised in Washington D.C. He graduated with honors from the University of North Carolina Chapel Hill, receiving a bachelor’s degree in economics and political science. During his senior year, he began learning everything he could about managing finances in order to have more financial stability than he experienced growing up. He became determined to share this knowledge with others so they could experience the same confidence and freedom of choice that he gained. Before joining the GRID team, James worked for two independent financial planning firms and earned the Certified Financial Planner™ (CFP ®) designation.

James is passionate about helping clients use their money and resources to plan for tomorrow while also living their best lives today. He has conducted financial education seminars for a wide range of audiences, and he helps advisors prepare for the CFP® exam as part of a moXY Financial initiative. He also works with the Association of African American Advisors (AAAA) and his local Financial Planning Association (FPA) chapter on projects aimed at increasing diversity in the industry. In his free time, James enjoys cooking, playing and watching basketball, listening to music, and exploring the outdoors with his wife and puppy.  

Laura Ricaldi, Ph.D., CFP® Photo
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Laura Ricaldi, Ph.D., CFP®

Associate Advisor

Laura Ricaldi is passionate about financial planning and has always had a passion for teaching.  After completing her undergraduate degree in Accounting, she worked as a mutual fund accountant in New York City.  Moving back to her home state of Texas, she decided to pursue more education and received a MBA with an emphasis in Management and Leadership Skills.  During her last semester of her MBA, Laura took a financial literacy class and fell in love with financial planning.  The desire to help friends and family struggling with financial issues became the motivation to pursue more education, prompting her to pursue a Ph.D. in Personal Financial Planning at Texas Tech University.  Laura consdiers herself a lifelong learner and enjoys applying rigorous research methods to the financial planning profession.  She is a CERTIFIED FINANCIAL PLANNER™ and enjoys helping students study for and pass the CFP® Exam. Laura is currently assistant department chair of one of the largest personal financial planning programs in the United States.  

Tiffany Grant, MBA Photo Tiffany Grant, MBA Hover Photo
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Tiffany Grant, MBA

Financial Wellness Associate

Tiffany Grant is passionate about providing financial education and guidance to clients.  After having a successful career in Human Resources, she decided to pursue her passion for empowering others to be more financially independent. Prior to joining Grid 202, she created financial plans for high net worth families in North Carolina.  

Tiffany is recognized as a thought leader in the field.  She enjoys speaking to groups, both big and small, about financial literacy.  When she is not speaking, you will find her serving on multiple non-profit boards and volunteering in the community.  Her passion is helping entrepreneurs, single parents, and young professionals reach their full potential.

Tiffany lives in Greensboro with her kids, Deric and Christian. She enjoys reading, podcasting, playing video games, target shooting, and dancing.  Tiffany earned a Bachelors degree in Business Administration with a concentration in Management from The University of North Carolina at Pembroke, an MBA from The University of North Carolina at Greensboro, the Society of Human Resource Management Certified Professional (SHRM-CP) designation, and a Lean Six Sigma certification from Alamance Community College.   She is also pursuing the CERTIFIED FINANCIAL PLANNER designation.  

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Brian McKinney, MBA, CFP®

Senior Advisor

Brian McKinney, MBA, CFP®

SENIOR ADVISOR

Brian works with GRID clients to address the four phases of their financial lives: creating and growing wealth, preserving and protecting wealth, planning for distributions during their lifetime and planning for distributions at their death in the most tax-efficient manner. He specializes in retirement planning, risk management, investment strategies and estate planning.

In 2004, Brian began his career as an investment analyst at Merrill Lynch Investment Management (now Blackrock). After building an investment strategy and due diligence foundation, Brian moved to the Merrill Lynch Private Banking & Investment Group, where he developed comprehensive financial plans for ultra-high-net-worth families in collaboration with portfolio managers, accountants and estate planning attorneys. Later, as a portfolio manager for U.S. Trust, Brian managed more than $400 million in investment assets for high-net-worth clients.

Brian is a CERTIFIED FINANCIAL PLANNERTM and received an undergraduate business degree from Carnegie Mellon University’s Tepper School of Business, graduating with honors. He earned his M.B.A. in finance from Emory University’s Goizueta Business School, where he attained a full-tuition merit scholarship as a Woodruff Fellow.

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Ephraim Egbele, CPA

Tax Specialist

Ephraim Egbele, CPA

Tax Specialist

Ephraim Egbele has been a Certified Public Accountant since 2012. He manages tax planning and preparation for GRID clients. He was previously an audit associate at Pricewaterhouse Coopers, where he worked on financial audit engagements of large Fortune 100 companies. Since 2009, he has dedicated his career to helping small business owners strategize on how they can maximize their profits while lowering their tax liabilities. Ephraim has helped hundreds of entrepreneurs improve their business finances, which in turn has helped them grow their businesses.

Ephraim holds a B.B.A. in accounting from the University of Houston. He is a Gold level Xero Certified Advisor and a proud member of the National Association of Black Accountants (NABA) and the American Institute of Certified Public Accountants (AICPA). For fun, he enjoys traveling, dining out and spending time with his wife and twin boys.