Our Accounting Services provide a comprehensive and efficient financial management solution tailored to meet the diverse needs of your businesses. With a team of Certified Accounting professionals, we ensure accurate and up-to-date bookkeeping, financial reporting, and regulatory compliance. Our services include bookkeeping and financial reporting, handling accounts payable and receivable, budgeting, and financial analysis, empowering you with financial insights to make informed decisions.
Montrella is on a mission for underrepresented populations to have Prosperity,
Protection, and Peace. She is the CEO of Affinity Health Affairs and CowanLife, a
financial planning and risk advisory company with a special focus on empowering
minority and underrepresented populations with respect to the wealth gap,
including LGBTQ communities and Black communities.
Montrella has been helping the most vulnerable individuals and families for over 18
years as a Licensed Independent Clinical Social Worker (LICSW) and now a Licensed
Insurance Agent. Her clients truly appreciate her wisdom-from-experience. Not only
did her HIV-positive mother die in 2018, but, just four months later, she lost her
first-born daughter to Lupus. With her holistic approach, Montrella is committed to
helping you and your family have “Peace of Mind and Peace of Money.” Montrella is
passionate about revealing the secrets of wealth so that her clients can start to
break the chains of generational curses of poverty and start creating family legacies
of wealth and protection. Montrella’s talks include topics on Getting Out of Debt in
9 Years or Less; Financial Planning for People with Chronic Health Conditions; Don’t
Wait to Die: Live with the Benefits of Your Insurance Policy Now; Create Your Own
Family Bank and; How to Have a Tax-Free Retirement as a Member of the LGBTQ
Community.
Montrella has served as a mentor to young adults for more than a decade, helping
them to become effective change agents. She is a Field Instructor for several
universities around the country, including Howard University, Morgan State, VCU,
George Mason University, Western New Mexico University, and others.
Montrella is a USA Today bestselling author and renowned thought leader whose
expertise has been featured in Inspired Living TV, The Washington Post, Essence
Magazine, Radio One, Fox, NPR, NBC, ABC, and dozens of other local, regional, and
national media outlets. As a keynote speaker, Montrella has shared the stage with
some of the greatest motivational speakers of all time to include Les Brown and Dr.
George Fraser.
Montrella earned a bachelor’s degree in interdisciplinary studies and social Work
from Catholic University of America and a master’s degree in social work from
Howard University. She also has a Nonprofit Management and Executive
Leadership Certificate from Georgetown University. She is a proud mother and a
member of Delta Sigma Theta Sorority.
If YOU are READY to smash your past and co-create your future, book Montrella as
your next guest speaker by calling 202-421-3617 or emailing [email protected]
Alexandra is a Policy Advocate at Protect Democracy, where she leads the National Election Advocacy Team and coordinates the activities of the National Task Force on Election Crises, a cross-ideological group of over 50 civil society leaders who worked to ensure free and fair elections in 2020 and 2022, and now seek to prevent election crises in 2024 and beyond. Previously, Alexandra was a career national security professional for 13 years. Inspired by living in NYC as a law student through the 9/11 attacks, Alexandra started her career as an intelligence analyst in 2004. In 2006 she was the first employee ever to complete a gender transition while working at the Office of Naval Intelligence. She ultimately led the Intelligence Community analytic effort to disrupt the proliferation of WMD by sea, and supported many successful U.S. policy initiatives while working at ONI and at the Office of the Undersecretary of Defense for Intelligence. After leaving government in 2017, Alexandra was the first openly transgender candidate to run for Congress from Massachusetts.
Alexandra enjoys providing her perspective on leadership and communication as a transgender woman, mentoring younger LGBT and national security audiences, and discussing the stakes of the U.S. and global effort against authoritarianism. She has presented on leadership, career development, LGBT and transgender issues for private corporate clients as well as the Out and Equal Executive Leadership Forum, Leadership Summit For Women in National Security, the Rainbow Families conference, Columbia University SIPA, Rutgers University, Yale University, and Capital Trans Pride.
Alexandra is a board member of GLBTQ Advocates and Defenders (GLAD), a member of the Truman National Security Project Defense Council, and previously served on the board of Whitman Walker Health and the Steering Committee of the Massachusetts Transgender Political Coalition. Alexandra was named by Out in National Security and New America as an Out Leader in 2021, and her writings have been published in the Washington Post, The Hill, the Yale Journal of International Affairs, and the Boston Globe. Alexandra is a graduate of Brown University with an A.B. inInternational Relations, and received her law degree from Brooklyn Law School.
Colleen Dermody is a strategic communicator, a marketing solutions counselor and a social marketing expert. She holds a Master’s Degree in Public Communication and a certification from the Search Engine Academy for search engine optimization strategy. Dermody has developed and implemented highly successful research, marketing and media initiatives for a long and varied list of corporate, non-profit and government clients including Aetna, the Michael D. Palm Center, Mautner Project, the National Lesbian Health Organization, the District of Columbia Department of Health, the New York LGBT Community Center, the Christopher and Dana Reeve Foundation, GlaxoSmithKline, Sunrise Senior Living, DC Tobacco Free Families campaign, and a host of others. Additionally, she has taught professional writing and management at the Master’s level for American and Central Michigan Universities.
Her 25 years of marketing and public relations experience includes serving as Vice President at Witeck-Combs Communications the nation’s premier LGBT marketing communications firm, and as Communications Director for the Center for Science in the Public Interest, one of the highest profile health and nutrition advocacy organizations in the United States.
Colleen is also well known and respected for her years of work in women?s issues and progressive advocacy communications having held senior communications posts with the Feminist Majority Foundation, the National Organization for Women and the Humane Society of the United States/Humane Society International.
Dermody is an accomplished forward-thinking leader with the demonstrated drive, imagination and interpersonal skills to launch strategic communications initiatives that deliver significant gains in profit, efficiency, prestige and competitive edge. She is a success-driven change agent credited with transforming outdated communications strategies into inclusive, flexible and potent marketing campaigns. Skilled in community outreach, business case development, advertising campaigns and budget analysis, negotiating, and cultivating relationships with diverse corporate, government, NGO, trade association, and media partners. Dermody is a gifted communicator capable of quickly building trust and cooperation among internal and external groups.
Dermody is a nationally recognized diversity expert for marketing outreach to diverse markets and employee recruitment and retention efforts. She has lead efforts to develop and implement national and international strategic communications programs resulting in increased awareness, visibility, sales and brand recognition. She has lead, advised, communicated, and collaborated across divisional/geographic boundaries on behalf of executives, opinion leaders, customers, scientists, business analysts, target audiences and media.
Wesley Combs is a senior manager and Global Co-Lead for the Inclusion & Diversity Competency offering within the Accenture Talent & Organization management consulting practice. Wes has more than twenty-four years of experience working with Fortune 500 companies to understand how diverse segments of the population impact their organizations, helping them to holistically integrate cultural competency into their DNA. The results have helped differentiate his clients from their competitive set.
Prior to joining Accenture, for the past 18 years Wes had been the President and Co-Founder of Witeck-Combs Communications, the nation’s premier public relations and marketing communications consulting firm specializing in how inclusion and diversity is an accelerator when integrated into business strategies.
Wes is one of the nation?s leading subject matter experts on LGBT issues facing corporations, non-profits and government agencies. He pioneered development of market research tools with the global firm Harris Interactive that have become the leading source of LGBT segment data. Together with his business partner Bob Witeck, Combs wrote the first business book on marketing to the LGBT market entitled
Sean Bugg is co-publisher and editorial director of Metro Weekly, Washington, D.C.’s gay and lesbian news magazine. A founding writer for the 14-year-old publication, Bugg took the editorial helm in 2000. During his tenure, Metro Weekly has grown into a major voice for the LGBT community, winning numerous awards for writing, design and community service. In addition to his journalism career, Bugg has worked in social marketing and HIV prevention programs for the Whitman-Walker Clinic and the National Alliance of State & Territorial AIDS Directors. A member of the D.C. chapter of the National Lesbian & Gay Journalists Association, Bugg received his journalism degree in 1989 from Washington & Lee University in Virginia.
David is the Chief Executive Officer and Chief Investment Officer of Kalorama Wealth Strategies, LLC, a fee-only investment advisory and financial planning firm focused on the needs of members and allies of the DC Metro area gay and lesbian community.
With more than 15 years experience in the financial services industry, David is uniquely qualified to advise individuals regarding their investments and financial planning matters. He is a CERTIFIED FINANCIAL PLANNER (CFP)TM professional and a member of the Financial Planning Association and Chartered Financial Analyst (CFA) charter holder, with membership in the CFA Institute and the CFA Society of Washington, D.C.
Since 1999, David has been an adjunct professor in the Department of Finance and Real Estate in the Kogod School of Business Administration at the American University. Teaching assignments have included an under-graduate personal finance course, as well as graduate and under-graduate courses in real estate principles and investments.
David frequently volunteers for Metro DC GLBT non-profit organizations through Burgundy Crescent Volunteers, including One In Ten, Gay Men?s Chorus, Food and Friends, Mautner Project, Equality Maryland, and HRC. He also helps The DC Center?s Elder Think Tank with its GLBT Financial Education Series including retirement planning, insurance, real estate, and estate planning.
Dr. Sean Robinson is a Graduate Program Director and Professor in the Dept. of Advanced Studies, Leadership & Policy in the School of Education at Morgan State University in Baltimore, MD. His primary teaching and research areas include leadership and teaching for social justice, youth identity development, leadership development, organizational behavior, leadership in colleges and universities, and research methods. Sean has over 25 years experience in a multitude of educational settings at both the high school and university level. He has published over two dozen articles and book chapters, and presented over 50 presentations (locally, nationally, and internationally) focusing on LGBTQ identity development, media/pop culture’s impact on youth, and mentoring youth and young adults. In addition to his faculty role, Sean maintains a private coaching and consulting practice, which focuses on organizational development, strategic planning, human resource initiatives, and developing leaders. His clients are primarily entrepreneurs, non-profits organizations, and small businesses. Sean received his PhD in Educational Leadership & Policy Studies and his MBA in Management & Human Resources from the University of Wisconsin-Madison. In addition, he holds a Masters of Education in Counseling Psychology from the College of William & Mary. Sean’s BA is in Psychology from the University of Virginia.
Erica Gloger provides sophisticated estate planning services to a wide range of individuals and couples living in the DC metropolitan area. She is a 2003 graduate of the Benjamin N. Cardozo School of Law of Yeshiva University, where she served as a research assistant to Professor Melanie B. Leslie in the area of estate planning for GLBT individuals and couples. Ms. Gloger contributes her time pro bono at several not-for profit organizations, including the Whitman Walker Clinic.
Lars Etzkorn speaks on Estate Planning, including having the Federal Government’s Office of Personal recognize same-sex common law marriage consummated before United States v. Windsor, and how Artists can deal with the challenges and opportunities of a large body of work. Lars also speaks on Planned Giving, Board Governance and Structure, and the Top Ten Questions to Prepare for a Good Death.
Lars’ legal practice focuses on estate planning and administration, charitable giving and nonprofit governance. He works with individuals, couples (married and unmarried) and families, and with local and national cultural, education and health organizations. Active in civic life, Lars was the founding Treasurer of The DC Center.