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Audrey J

Series 65

Bethesda, MD

Poder Wealth Advisors

Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.

Equity Recipients (RS/RSU, SOP, ESPP) Business exit / sale strategy College savings (529s, UTMA, etc.) Debt management Founder/Business Owner Executive
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Anna N

CFP®, Series 66

Bethesda, MD

Poder Wealth Advisors

Anna N'jie Konte is a CFP® professional at Poder Wealth Advisors with 10 years of industry experience. She previously worked at RBC Capital Markets and also served as CEO of Dare to Dream Consulting, where she provided speaking engagement services. Poder Wealth Advisors is a state-registered firm serving individual clients, business owners, and nonprofit entities. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, offering diversified, low-cost portfolios alongside comprehensive financial planning and discretionary portfolio management.

Equity Recipients (RS/RSU, SOP, ESPP) Business exit / sale strategy College savings (529s, UTMA, etc.) Debt management Founder/Business Owner Executive
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