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Your Dedicated Financial Partners

GRID 202 Partners brings together financial professionals with over 40 years of financial services industry experience. Our team has expertise in working with the following individuals, businesses and professions:

  • Doctors
  • Attorneys
  • IT Professionals
  • Business Owners
  • Personal Service Professionals
  • Non- Profits
  • Universities/Colleges
  • Family Foundations
  • Professional Athletes

We share our wealth of knowledge to help you take control of your financial future to grow and retain your wealth, while aligning with your values. We are an independent, fee-based financial planning practice, which allows us to  create unique financial plans that serve YOUR best interests, not ours –a promise we are legally bound to as CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries. We choose the products and services that best meet your needs and not those of a larger organization.  All of your Lead Advisors hold either the CERTIFIED FINANCIAL PLANNER™ and/or Chartered Financial Analyst designation.


We partner with emerging to already wealthy individuals across a wide range of professions and life stages.  We collaborate with you to meet your financial goals. Our financial plans are designed as road maps to financial success and designed to meet your needs as you move through life stages including but not limited to your first home, children, second career and retirement.

Keith Beverly, MBA, CFA Photo Keith Beverly, MBA, CFA Hover Photo
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Keith Beverly, MBA, CFA

Managing Partner and Chief Investment Officer

Keith Beverly, CFA

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 passed the CERTIFIED FINANCIAL PLANNER™  examination in 2003 and holds the Chartered Financial Analyst® (CFA) designation.

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.

Anna N'Jie-Konte, CFP®, MBA Photo
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Anna N'Jie-Konte, CFP®, MBA

Partner and President

Anna is a proud Puerto Rican, Gambian- American entrepreneur who is committed to showing women of color what is possible. Anna spent nearly a decade in wealth management, advising ultra-high net worth families ($5 million+ USD+ net worth) to grow and secure their wealth for generations to come. 

She left corporate America in the hopes of giving women like her- black women, Latinas, daughters of immigrants who were brave enough to become entrepreneurs the blueprint for leveraging their businesses and building family-changing wealth. 

Having spent her childhood watching the strong women around her live lives dictated by their bank balances, she’s on a mission to rewrite the money stories of women of color entrepreneurs. 

Her unique Financial Powerhouse framework gives WOC the blueprint, freedom, and wealth to create the lives their mothers and grandmothers never allowed themselves to imagine.

Anna is among a small, but elite group of BIPOC CERTIFIED FINANCIAL PLANNER® certificants trained to give comprehensive, holistic financial advice. She is a 2x winner of Investment News’ “Top 100 Influential Financial Advisors” and has been featured in well-known publications such as Bloomberg, CNBC, VICE News, The New York Times, Financial Planning, RIA Intel, Think Advisor, and Next Advisor.

When she’s not helping women become millionaires or not calling out the toxic finance bros, you can find her spending time with her three beautiful daughters and amazing husband, bopping to Bad Bunny or listening to a personal development podcast.

Kisha N. Ward, CPA/PFS, CFP® Photo
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Kisha N. Ward, CPA/PFS, CFP®

Director of Tax Planning

Kisha N. Ward is the Director of Tax Planning at GRID 202 Partners in the Washington, DC office. Kisha’s experience is focused in providing comprehensive income, estate and gift tax planning services to high-net-worth individuals and closely held businesses with a special interest in the effective transfer of wealth to future generations.  She has wide-ranging experience with both tax planning and compliance engagements for individuals, trusts, estates, limited liability companies and private foundations.

Prior to joining GRID202 Partners, Kisha worked in the private client service practices at a Big Four and top 5 accounting firms. She also has experience working directly for a single-family office as the Director of Finance responsible for all tax and financial planning matters for a multi-generational family. In her more than 20 years of experience, she also has experience with corporate financial reporting for publishing, advertising and real estate.

Kisha, a native Washingtonian, earned her BS in Accounting from Bennett College, Executive Certificate in Financial Planning from Georgetown University, Accredited Estate Planning designation coursework from The American College and completed training hours at Goal Imagery® Institute, International School of Coaching Mastery™. Kisha is a Certified Public Accountant with the Personal Financial Specialist designation from the American Institute of Certified Public Accountants, CERTIFIED FINANCIAL PLANNER™ and a Certified Holistic Life, Career & Executive Coach. 

She is a member of the Washington DC Estate Planning Council and was named a top Washington, DC area tax advisor in the January 2021 and 2022 editions of the Washingtonian magazine. Kisha also serves on the board and is Audit Committee Chair for Bright Beginnings, Inc, a nonprofit that takes a two-generation approach to promote the long-term development and success of children and families experiencing homelessness and housing instability in Washington, DC.  

Cindy Mota, CFP® Photo
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Cindy Mota, CFP®

Associate Planner

Cindy is an Associate Financial Planner at GRID. As an Associate Financial Planner, she works closely with Anna and Keith in creating and implementing meaningful financial planning strategies for GRID clients.

Cindy is passionate about financial literacy and bringing peace of mind when it comes to our clients' financial lives. She has over 10 years of financial planning experience working with high-net-worth clients in many areas of financial planning. Prior to joining GRID, Cindy worked for a few wealth management firms as an Associate Advisor and as a High Net Worth Brokerage Service Specialist at a large investment firm.

She earned her BS in Financial Planning from William Paterson University and holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. When she is not delivering exceptional service to our clients, you can find her exploring new restaurants and devouring any mindset-related content she can find. Originally from the Dominican Republic, she is currently living in northern, New Jersey with her husband, two cats, and over 100 houseplants. 

Shelly Victorian Photo
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Shelly Victorian

Client Service Associate

As our Client Services Associate, Shelly is dedicated to providing high quality support to all members of the GRID 202 Partners team. She shares warmth and thoroughness in all her communications and will happily connect you to essential information and resources. She is passionate about diligently and thoughtfully empowering others to achieve their goals and the best possible outcomes. Shelly is an avid seeker and sharer of knowledge, and she enjoys observing, creating, and sharing beautiful things. One of her favorite quotes is, "Do the best you can until you know better. Then when you know better, do better." (Maya Angelou)

Jose Lopes, MSF Photo
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Jose Lopes, MSF

Trading and Operations Analyst

Jose Lopes joined GRID in 2020 as an Associate Advisor. Throughout his career, his responsibilities have ranged from operational processing to portfolio management analysis. Jose is passionate about supporting his community through financial education. His work with GRID allows him to play an important role in helping clients grow and preserve generational wealth. 

He graduated from the University of Massachusetts Boston with a Master’s in Investment Management & Quantitative Finance. During his time at UMass, he co-founded the UMass Boston investment club before going on to manage a $130,000 portfolio as the President of the Student Managed Fund.