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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, 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.

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.  

Jose Lopes, MSF Photo
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Jose Lopes, MSF

Associate Planner

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.

Michael Whitman, MBA, CFP®  Photo
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Michael Whitman, MBA, CFP®

Risk Management Specialist

Michael has over a decade of financial services experience working with companies such as Prudential and Lincoln Financial. He enjoys working with both the young professional needing to understand their options, and the baby boomer needing to maximize income. Over the years, he’s observed a tremendous gap in knowledge between today’s retiring generation and the ones just now starting to save. People may not be able to rely on the strategies used by previous generations of Financial Planners. 

Michael has developed deep expertise in insurance solutions for clients with a variety of needs and objectives. He prides himself on sharing his knowledge with GRID clients - and doing so in a transparent, objective manner. Michael graduated from the University of North Carolina at Chapel Hill where he studied Dramatic Art and is a CERTIFIED FINANCIAL PLANNER™.