Speakers

Shateka Husser
Shateka Husser

Dr. Shirley Luu
Dr. Shirley Luu

Janet Tonkins
Janet Tonkins

Kevin McCarthy
Kevin McCarthy

Donnell Spivey
Donnell
Spivey

Jacinta Walker
Jacinta
Walker

Micheal Green
Micheal
Green

Katrina Bagwandeen
Katrina
Bagwandeen

Mark Owens
Mark
Owens

Tabitha Spann
Tabitha
Spann

Sharif J. Small
Sharif J.
Small

Shateka Husser
Shateka Husser

Shateka Husser is a visionary leader, #1 international (UK) best-selling author, executive consultant, transformation coach, and CEO of Husser Properties LLC. Shateka’s fast track as Army Officer, combat veteran, and corporate executive affords her opportunities to partner with corporations, business owners, and leaders seeking cultural and economical transformation. Her mission is to facilitate and ignite the transformation spark in both individuals and corporations desiring to soar higher and stretch beyond their limitations. Shateka is an undergraduate of SC State University where she received her Bachelor of Science in Management. She’s also a graduate of Devry University’s Keller Graduate School of Management where she received her Master of Business Administration. Shateka also completed her course work for Certified Professional Coach at World Coaching Institute. Born in Charleston, SC, Shateka now lives in Baltimore, MD.

Dr. Shirley Luu
Dr. Shirley Luu

Dr. Shirley Luu is an Award-winning financial advisor, hands-on trainer, author, national speaker on financial literacy, and renown wealth guru. Her 20 years of expertise in the financial services field sets her apart as one of the industry’s most notable connoisseurs.

Serving as an Executive Field Chairman for First Financial Security, Shirley Luu has dedicated over 14 years to informing, educating, and empowering individuals and small and large business owners on the most powerful mediums for lifetime income and retirement.

Her personal journey, as a widowed mother of three, has allowed her to recognize the unique challenges that exist for women, front and center. She actively empowers women across the globe to “know their money” through various educational and enrichment programs, including the LiSA Initiative.

Dr. Luu sits on the Executive Board of the Tysons Regional Chamber of Commerce, is a proud sponsor and speaker for the George Mason University Entrepreneurs and Finance Club, and local trainer for the U.S. Small Business Administration (SBA). She is currently preparing new initiatives with Microsoft to integrate technology and finance.

Amid Dr. Luu’s profusion of recognitions, many of her awards and achievements highlight her support for countless nonprofit and philanthropic causes. Other programs include but are not limited to championing on Guaranteed Lifetime Income, Financial Literacy, and Smart Retirement featured in Forbes 2016 Magazine; Monthly Syndication on Sirius XM Satellite Radio in all 50 states; Host and Co-producer of the Cable Television Series The Real Secrets of Money; and Financial Literacy Speaker on Dish Network in the U.S. and Canada.

Awards and Recognitions

  • Fairfax County Bea Malone Small Business Award, September 2019
  • Wealthy Women Magazine Cover, October 2019
  • Women of the Year, COPA Magazine Cover, September 2019
  • Featured in Oprah Magazine, July 2018
  • First Financial Security prestigious MVP Award (2018, 2017 & 2015)
  • Forbes Magazine Top Financial Leader, October 2016
  • Gold Achievers Award Winner, American Equity’s Top 3% of 8000 Agents (2016, 2015, 2014 and 2013)
  • John C. Maxwell Leadership Award, 2016
  • Recognized by the Attorney General of Anne Arundel County of Maryland, 2016
  • Featured in Doc Walker’s ProView Magazine, 2016 and 2017, “The Retirement Playbook with Coach Luu”
  • 2015 Philanthropist of the Year Award given by V.I.P. EVENTS and recognized by the Attorney General of Anne Arundel County of Maryland
  • Winner for 2015 Smart CEO’s Brava! Awards Program honoring top female CEO’s
  • Proud sponsor and speaker at George Mason University’s Entrepreneurs and Finance Club providing financial assistance for graduates interested in the Insurance Industry
  • In 2015, Shirley’s team helped sign up over 5000 clients for ACA/Obamacare through community outreach programs such as Radio, TV and print Media on educating the masses on healthcare
  • Invited to The White House [2014] for recognition for Champions of Change for the ACA/Obamacare
  • Nominated and Awarded by the Asian American Round Table (AABR) for Mortgage and Financial Services of the Year Award for the Washington, D.C. Metropolitan Area. This award was recognized and endorsed with recommendation letters from Governor Robert Ehrlich of Maryland, Governor Mark Warner of Virginia, Mayor Anthony Williams of D.C., and Congressman John Kerry, along with Nydia Velasquez from the U.S. House of Representatives

Janet Tonkins
Janet Tonkins

Janet Tonkins has successfully bought, sold, rehabbed and managed over $15 million dollars in single family and multi-unit apartment buildings in Paterson, New Jersey, Baltimore, MD and Atlanta, Ga. She is Known as the “Real Estate Diva”, because she “buys houses like other women buy shoes” Janet buys an average of 2-4 houses per month.

She is an Executive Board Member of the Baltimore Real Estate Investment Association, The Maryland Multifamily Association and serves as coordinator of the SAVVY Women’s Investment Meeting (SWIM). She also serves as Consultant and mentor to several firms and young men and women in the real estate industry. She and her husband Owen are also developers and partners in the Baltimore Eastside Redevelopment along with Forest City Development Company (and several other minority partners) where they are part owners of three $110 million dollar bio-tech labs, and an upcoming 200 unit apartment building. They received a national award for rehabbing 20 for sale row homes on McDonough Street and partnered with Ryan Homes to build 49 Town Homes that were sold in one day. They are currently in the process of building another 39 Town homes in Baltimore, and 2 other Apartment Buildings in Paterson NJ one for Grandparents with Children and one for Market Rate tenants.

Janet has written several articles for the Baltimore REIA Newsletter, has spoken at several women’s organizations and has been asked to participate in a real estate study at Johns Hopkins University. She has spoken on NPR radio and has been featured in the Nationwide Realty Trac Newsletter.

Janet uses her talents, gifts and abilities to share and to minister to Young men and women alike. It is her goal to not only create “generational wealth” for her family but to Change her Community one house and one family at a time and to share and teach others to do the same!

She is a teacher at heart, and teaches Bible Study at her Church, Huber Memorial in Baltimore and Real Estate Rental Classes throughout the year. Her favorite Scripture Matthew 6:33 NKJV, But seek first the kingdom of God and His righteousness, and all these things shall be added to you. She has truly been blessed and understands that “to whom much is given, much is required!

She has Blessed Tenants, Students, Co-workers, Homeless, friends and family alike with her Time, Talents and abilities where she always strives “to give back”! She is a Wife and Mother of three adult children and Grandmother of two.

Her passion for excellence can be seen and felt in the quality of the product she provides. Her Mantra “I won’t give anything that I can’t live in myself” is a testimony to her success. All tenants get Granite countertops, Stainless or black appliances, Hardwood floors etc. She prides herself on “Excellence” and truly loves what she does and it Shows!

Kevin McCarthy
Kevin McCarthy

Kevin McCarthy is the CEO of Frontdoor, a technology-driven real estate company and the founder of Media81 Group, a Beverly Hills-based full-service marketing agency servicing Fortune 500 companies and small businesses to grow their profit.

Beginning with his first Voice over IP startup company in 2002 and selling it along with establishing other successful IT companies, Kevin started a new journey by sharing his knowledge and experience with other people to help them to build their future. He is best known for his result-oriented marketing solutions; he developed a strategic marketing plan to sell over 110 condominiums in a short period and help the developers to achieve their pricing and absorption goals. Kevin is a dynamic public speaker; he customizes each speech to fit the needs and vision of his audience. He is also an angel investor to help startup companies in their early stages.

Kevin holds a B.A. in Computer Hardware Engineering, and he resides in Beverly Hills with his 15-year-old Lhasa Apso. He loves sports and his community; he is a licensed soccer coach and won the Coast Soccer Championship with his team.

Donnell Spivey
Donnell Spivey

Donnell Spivey brings more than 30 years of deep-rooted experience in the real estate industry, a consummate professionalism, and a keen eye for business opportunity as the Broker and Owner of EXIT Spivey Professional Realty. Located in the Baltimore, Maryland metropolitan area, Mr. Spivey and his team of seasoned agents are recognized as one of Ellicott City, Maryland’s most trusted real estate companies committed to community building and sustainable home ownership.

Prior to establishing EXIT Spivey Professional Realty in 2004, Donnell Spivey excelled as a top producing agent for RE/MAX 100 Real Estate Company located in Ellicott City. Sales production history placed Mr. Spivey at the top of the brokerage’s chart with sales volume averaging $8.5 million annually for many of the 18 years he worked for the brokerage. Earlier, Mr. Spivey entered the real estate profession with a brief stint at the Baltimore-based Otis Warren Real Estate Company.

Along with his business success, Mr. Spivey allotted time to serve his community and his profession. His many awards, citations and recognitions are testament to professional excellence and community involvement. Mr. Spivey has been the recipient of NAREB’s W. “Bill” Hamilton Award as “Realist of the Year;” recognized by the BALTIMORE SUN Newspaper for providing “professional real estate services in diverse neighborhoods” and on another occasion recognition as one of the “Top Nine Real Estate Agents” in the Baltimore area, just to name a few of his awards.

Most notably, he was presented with a citation from U.S. Congressman Elijah Cummings for being the first African-American Real Estate Broker to offer real estate services in Howard County, MD by opening, Spivey Professional Real Estate Services, Inc. Mr. Spivey holds professional memberships in The National Association of Real Estate Brokers (NAREB) As the National President 2013-2015; Real Estate Brokers of Baltimore where he served as president and later board chairman; National Association of Realtors; MD Association of Realtors, and the Howard Co. Association of Realtors. In addition to his civic and professional involvements, Mr. Spivey actively devotes his time and talents in service to New Shiloh Baptist Church.

Mark Owens
Mark Owens

Mark Owens began his investment career in 2002 in Baltimore, Maryland. At that time he was a Microsoft Certified Trainer teaching upper level computer classes in colleges all over Maryland. Within a few short years he was able to leave the job and focus on growing his rental portfolio. Since then he has acquired over 100 rental units including some mid-size apartment buildings, wholesaled close to 200 deals and done a few retail flips. Mark has figured out a way to run his business around his life- not the other way around. He spends much of his free time coaching, speaking, hiking, scuba diving, flying planes and looking for something else to do!

Micheal Green
Micheal Green

Michael Green is a successful house flipper and the host of The Flip Factor, but at one point in time this success was just a teenage boy’s dream. At the age of fifteen, prompted by late-night infomercials, Michael bought the book No Money Down by Carlton Sheets, which planted the seed of eventually becoming a house flipper. But the road to success wasn’t always easy. Growing up next to the projects in Baltimore, Michael found himself getting into trouble, and his relationship with his dad was built on breaking the law.

At 17, Michael found himself thrown into a paddy wagon with handcuffs around his wrists. Faced with a four year jail sentence and a cold, uncomfortable prison cell, with terrible food, scratchy blankets and no freedom, Michael had a lot of time to think. He thought about how if his life up to that point were a house, it would be a broken-down, boarded-up house. His negative patterns and limiting beliefs had eaten away at his foundation like hungry termites. Michael could either continue these patterns and let his life crumble around him, or he could step up and fix it. So he got to work on his first flip – himself.

He started out as a flooring installer, and in 2008 he was doing a job for a gentleman flipping houses named Jason Shara. Sensing his curiosity and interest in the industry, he invited Michael to a free meeting for house flippers. At this meeting Michael was introduced to his first mentor. After just a few months of studying under his mentor, he made his first deal flipping a house for $16,000 without a single penny of his money. For the next year he continued doing flips and made a total of $106,459, and in 2009 he was able to leave his full time job and has been flipping houses ever since.

Michael believes that the key to success in the house flipping industry is being open to investing in personal growth and seeing the potential in something that’s a little broken-down and rough around the edges, even if others may have given up on it. This includes seeing the potential in oneself. After learning this, Michael has scaled two houses flipping businesses and flipped over 1100 houses in the last ten years and achieved success he’d never believed was possible. He finds the most rewarding part of his career to be helping others make profound changes from the inside out and achieving financial freedom. When he’s not flipping houses or giving back, Michael can be found traveling, attempting to surf, and most recently, learning how to hike.

Jacinta Walker
Jacinta “Jaye” Walker

Jaye has a degree in Marketing from Towson University and a Master’s in Business from The University of Maryland University College. Jaye has vast corporate work experience in Finance, Event Management, Marketing and Branding for industries like Bio-Technology, Radio Broadcast, Sports Marketing for Washington DC professional sports teams as well as running a family-owned Mortgage-Broker Firm. She founded Jay Marie LLC in 2011, a business consulting company and rebranded to Lyfe Wurks in 2018. She has a passion for helping others to help themselves and her prayer is to be a Transformation Agent where she operates her Lyfe Wurks in full excellence and integrity, so others can see the Spirit of God in her and in the way business, is conducted. She does this every day by serving her community, employees, contractors, partners, prospects, customers, friends, and family.

Tabitha Spann
Tabitha
Spann

Tabitha D. Spann graduated from Georgia State University with a B.B.A in finance. While she was still in college, she was selected as an elite group of interns to participate in overseeing contract negotiations and budgeting for athletes during the 2012 NFL draft. Known for her expertise in wealth and asset management, she has worked with professional athletes and celebrities to manage their personal finances and expand their financial portfolio. Her reputation for finding solutions when it comes to profitability for people and businesses, has also allowed her to manage event production budgets where she has successfully converted previous financial loss into profitability. It is her desire to give people across the nation access to tools that help them manage their money, invest, and increase their wealth.

Sharif J. Small
Sharif J. Small

Sharif J. Small, personal background starts with him and his twin brother being raised by a single Father in the Park Heights Area of Baltimore, MD. Having a loving and caring father kept us from all the drugs, violent, and gang activity within the neighborhood by playing various sports growing up played a big part in shaping us but most importantly saving us as well. Most importantly, he introduced us to our lord and

savor Jesus Christ at a very early age which I’m thankful for the most.

Sharif professional background has been in the accounting and financial service industry for over 15 years by starting his career as a Financial Advisor for MassMutual Financial Group and working for his Father’s tax practice. While at MassMutual he obtained the following licenses: Life & Health, Series 6, 63, 65 and Life/Health insurance licenses. Also, Sharif has over 12 year of bookkeeping, accounting, and payroll experience performing contracting projects for Accountemps (A Robert Half Company) and Accountants International working with small businesses, non-profits organizations and corporations.

 

In 2005, he started his own tax accounting and financial planning practice called S.J.S. Financial Firm to focus more providing accounting and financial planning services to small businesses and families.

In 2008, Sharif established and is Executive Director of a 501©3 non-profit organization called Financial Empowerment Movement, Inc. to improve the social economics, poverty, inequity issues by providing better financial education, access to needed financial resources and pro bono financial planning services to empower low income families, local minority communities, young people and military veteran’s to make better financial decisions to achieve financial success.

In 2011, he partnered with the Mayor’s Office and City of Baltimore to coordinate and hosts the inaugural Baltimore Financial Planning Day, an annual event that provides free financial literacy workshops and counseling sessions to low income families, young people and minorities in the Baltimore area which is now called the Youth & Family Financial Empowerment Event.

In 2013, he became a Financial Planning Counselor Contractor for, Serco, Inc as part of a mobile transition team for the Army Career and Alumni Program (ACAP) to provide financial planning workshops and individual financial counseling sessions tailored to meet the needs of transitioning Soldiers and Family Members prior to their separation from the Active Army or Reserve Components Military service at Ft.

Meade, MD Military Base.

In 2014, he created the Wealth Diversity Summit to focus on powerful panel discussion highlighting disparities and issues that have widen the wealth gap among minorities hosted at the Reginald

  1. Lewis Museum.

Sharif educational background includes an A.A. in Business Administration from Community College of Baltimore County (CCBC), a B.S. in Accounting with a Concentration in Personal Financial Planning from Towson University and Masters of Science in Taxation from American University. Also, Sharif has obtained the Accredited Financial Counselor Designation (AFC®) from The Association for Financial Counseling and Planning Education.

Also, Sharif have been actively involved in various professional and community organizations such as Financial Empowerment Committee Chair, Greater Baltimore Urban League; Community Service Committee, National Association of Black Accountants, Baltimore Chapter; Pro Bono/Financial Literacy Committee Chair, Financial Planning Association of MD Chapter; National Board Member, African American Association of Financial Advisors; and VP of Finance, National Association of African American Human Resources.

Sharif’s mission in life is to be a blessing to others and to do God’s will by financially educate and empower those less fortunate and the next generation for years to come. The blessing is in the giving and not the receiving so to help my home town of Baltimore residents and others to build a solid financial foundation is a blessing in its self”.

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