facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

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.

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

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.

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

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. Her client relationships ranged from $20M to $450M and represented $3B in total assets prior to leaving the role. 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.

James Mwombela, CFP® Photo James Mwombela, CFP® Hover Photo
Read Bio

James Mwombela, CFP®

Associate Planner

James Mwombela, CFP®


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
Read Bio

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.  

Ephraim Egbele, CPA Photo
Read Bio

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.