Dr. “K” considers herself “home grown.” She is a 1997 honor grad from Booker T. Washington High School, graduated magna cum laude & as a Presidential Scholar in 2001 from Norfolk State University, and received her master’s degree in Education from the College of William and Mary in 2002. Dr. “K” also has her earned her PhD, all honors in Education, Policy, Planning and Leadership from The College of William and Mary in 2012.
Dr. “K” has utilized her gifts and talents in both the education and financial planning arenas. She has over twelve years of experience as a classroom teacher, Site coordinator and administrator for Norfolk Public and Chesapeake Public Schools. She has been a licensed financial advisor for over 15 years and is also a licensed Registered Investment Advisor.
In her spare time, she loves to volunteer and has served as a member of the Board of Directors for the Norfolk Education Foundation and the E3 Community Foundation Inc. Dr. “K” is a foodie, she loves to discover new restaurants near and far.
Dr. “K’s” mission is to educate and motivate people on how to take control of their financial future.
Joshua E. Anderson
Senior Vice President
Joshua was born in Atlanta, GA, but at a young age his family moved to Chesapeake, VA, where he was raised. He attended Norfolk State University where he was on the Dean's List, named Mr. School of Business, and was a member of the football team from 2006-2009. He was featured in the November-December 2015 Edition of the Coastal Virginia Magazine for his dedication as a mentor and tutor for the literacy program with the Life Enrichment Center in Norfolk, VA.
Professionally, Joshua has been a financial coach for over 8 years. During his career he has gained in depth knowledge and expertise in the areas of life insurance, long-term care planning, irrevocable funeral trust, IRA maximization, final expense planning, retirement income planning, and many others. He has also received special training on Federal Employee Benefits.
Joshua works daily with clients to assist them with creating a holistic financial game plan that will allow them to reap the benefits of a well-planned financial future. He is also part of a national Mastermind group that develops systems and processes to enhance financial practices across the country.
Director of Operations
Lisa is a licensed Financial Advisor with CLP Financial Group Inc. She is also a licensed Registered Investment Advisor.
Lisa grew up on the beautiful island of St. Croix, U.S. Virgin Islands. She graduated with Honors from the University of D.C with a degree in Computer Information & Systems Science.
If you ask Lisa how long she’s been in financial services, she will tell you “most of my life!”. Her father started in the industry in the late 1960’s. With her father being a successful advisor and income tax professional, she was consistently exposed to various financial concepts starting at a very young age, giving her the ideal foundation for her current career. With her down to earth style, her expertise is making financial concepts easier to understand. Lisa is passionate about empowering women through education so they can effectively take control of their financial future.
Lisa is currently enrolled in a Certified Financial Planner Program at Old Dominion University. She is a proud mother of three sons and one daughter. She is a life- long learner who loves to read, laugh and spend time with family and friends.
John R. Paige was born and raised in the Hampton Roads area of Virginia. He attended the Virginia Beach Public School system and went on to graduate from Norfolk State University with a Bachelor of Science degree in Computer Science. During his college years, John decided to take the path less traveled and join the workforce as a young entrepreneur. After being in business for seven years, John decided to expand his reach and join the industry as a financial professional where he could assist others in achieving their financial goals as well as helping them to avoid making some common mistakes. John’s vision not only included success for himself, but also helping as many others as possible on their pathway to success.
John assists clients with many aspects of planning including insurance planning and retirement planning. He also specializes in helping small businesses and churches to bring their processes into the 21st century.
In his spare time, John enjoys mentoring youth, working on his cars, and spending time with his family.
John is a Certified Public Accountant with over 30 years of experience in taxation. John graduated from the University of Hartford in 1986 with a Bachelor of Science degree in Accounting.
From 1986 through 2002, he worked in New Jersey for several regional public accounting firms assisting individuals, as well as small and large businesses, with tax and accounting related matters. In 2002 he joined an accounting firm as a senior manager that specialized in business valuations, litigation support and forensic accounting. In 2009 he was hired as a vice president for a global valuation and corporate finance advisory firm. In 2010 John and his family relocated to North Carolina and he joined CLP Financial Group, Inc. in 2013.
John is a licensed Certified Public Accountant in New Jersey, Virginia, and North Carolina.
Cathy A. Smith
Cathy has over 30 years of experience in providing accounting, tax, and consulting services to individuals and small business owners. Born in Virginia, she attended Virginia Tech where she majored in Business Administration. Cathy later moved to North Carolina where she obtained her Certified Public Accountant license and a Masters Degree from East Carolina University. She enjoys helping clients achieve their most optimal result when it comes to paying taxes, and helping business owners understand their business from a financial perspective so they can make sound decisions.
After enjoying life on the west coast for several years, she has returned to Virginia Beach where she resides just steps from the Chesapeake Bay and close to her family members. She is an avid reader and music lover, and enjoys movies and concerts.
Jane is a Certified Public Accountant with over 40 years of experience in taxation. Her work in taxation includes 15 years as a Revenue Agent with the Internal Revenue Service, followed by four years designing and testing tax preparation software for use by tax professionals.
In 1992 she opened her own firm in Leesburg, VA, specializing in tax preparation and representation. She later left this practice to become the comptroller for a nationwide building contractor headquartered in suburban Maryland. She moved to Virginia Beach, Virginia in 2010 where she became associated with CLP Financial Group.
Jane is a graduate of The Pennsylvania State University, with a Bachelor of Science degree in accounting. She is a member of the American Society of Tax Problem Solvers.