Grow and Preserve Your Wealth Webinar (2024)

Moderator

Donna Lowry is an award-winning journalist who combines a passion for storytelling and a desire to empower others with communication and critical thinking skills surrounding political, educational,and financial issues.

Through her firm, Donna Lowry Communications, she provides consulting, writing, and producing services for educational, media, professional, and business outlets.

Donna serves as host/producer for several programs, includingLawmakerson Georgia Public Broadcasting.

Donna is an eight-time Emmy award winner, a three-time national Gabriel Award recipient, and has garnered honors from countless organizations, including the National Association of Black Journalists, Atlanta Association of Black Journalists, Georgia Associated Press, Society of Professional Journalists, Georgia Association of Educators (GAE), and the Professional Association of Georgia Educators (PAGE).

Her media peers inducted Donna into the prestigious NATAS Southeast Silver Circle to recognize her lasting contributions to the broadcast industry.

Donna hasamaster's in Journalism from Northwestern University and a Bachelor's in Mass Communications and Administration and Management from Chatham University.

Her professional affiliations include the Atlanta Press Club, the Atlanta Association of Black Journalists, the National Association of Black Journalists, and the Southeastern Chapter of the National Academy of Television Arts and Sciences (NATAS SE).

In her 15th year as a Girl Scout Leader, Donna has led girls ranging in age from kindergarten through 12th grade. Her community service affiliations also include Magnolia (GA) Chapter of Links, Inc., and Nu Lambda Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated.

Donna and her husband, Army Major (Ret) Bennet W. Reid, Jr., are the parents of three daughters.

Principal of Wealth Engagement, LLC

Tiffany Kent is the founder of Wealth Engagement LLC, an independent investment management and financial planning firm. With over 25 years of experience as a Wall Street equity research analyst and portfolio manager at esteemed institutions such as Goldman Sachs and Alliance Bernstein, Tiffany has established herself as a trusted figure in the industry. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP) with a deep commitment to empowering individuals, particularly women and those navigating significant life transitions.

Tiffany's primary focus is on promoting financial literacy and encouraging active engagement in wealth management. Her expertise lies in providing individuals with the knowledge and tools they need to take control of their financial futures. Through her work, she aims to equip her clients with the necessary skills to make informed decisions and build a solid foundation for their financial well-being.

Tiffany holds a Bachelor's degree in Economics from the University of California, Berkeley, and an MBA from Harvard Business School.

Senior Director, FINRA Investor Education Foundation

Christine Kieffer is Senior Director of the FINRA Investor Education Foundation with over 25 years of financial and investor education experience. She manages national, state, and grassroots partnerships, and develops tools and programs for non-profits, law enforcement, victim advocates, and consumers to advance investor protection and fraud prevention initiatives.

Christine also oversees research examining factors that contribute to fraud victimization and scam susceptibility and exploring the intersection of aging and financial decision making. In addition, Christine manages financial readiness programs for military families and assists with the FINRA Foundation’s National Financial Capability Study.

She serves on advisory boards to the National Adult Protective Services Association (NAPSA) and the Cybercrime Support Network. Christine previously supported FINRA’s Chairman and CEO on three terms of the President’s Advisory Council on Financial Capability and has led the production of two documentary films. She holds a Bachelor of Science from Vanderbilt University with double majors in Economics and Mathematics.

FinancialAdvisor Partner, Artisan Financial Strategies

"I love the fact that my job allows me the opportunity to empower smart and well-meaning people to make informed decisions on how to best take care of the people who matter most in their lives" -Adam Tolliver

Adam Tolliver approaches each engagement with a strong commitment to helping clients achieve financial security for themselves and their families. When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of critical conversations that people have not yet had with their loved ones.

At the core of Adam's passion is an intense love for the city of Atlanta and the community he grew up in. Adam believes that working in this space, taking responsibility for educating, empowering and facilitating smart financial decisions, creates a powerful transformation that can start with one family and ripple out to a neighborhood, a community and beyond. He believes that financial wellness, education, and vibrant, sustainable growing businesses are the cornerstones of a thriving local economy.

• 2016 Career Life Producer Award
• 2016 Career Life Success Award
• 2017 Agency Builder of the Year
• 2017 Executive Council
• 2018 Executive Council
• 2019Executive Council
• 2020 Executive Council
• 2020 MDRT
• 2021 Executive Council
• 2021 NAIFA Top 40 Under 40
• 2021 MDRT
• 2022 Executive Council Premiere
• 2022 NAIFA Top 40 Under 40
• 2022 MDRT
• 2023 President's Council
• 2023 NAIFA Top 40 Under 40
• 2023 MDRT
• NAIFA Georgia Member
• Atlanta SMART Academy– School Board Chair
• The Vision Foundation – Vice President