Our Advisors

 
 

Aaron Smith , Lead advisor

Aaron Smith, lead advisor of My Fiduciary Advisors, comes alive when talking about money. His passion for understanding the complex language of finance and helping people has helped him to lead his clients into financial freedom, clarity, and peace of mind for over 26 years. Aaron is a Richmond native who earned a Bachelor of Arts degree from the University of Richmond, with a major in Sociology and a minor in Economics. Aaron played college football at University Richmond as a Running Back.

Aaron is passionate about helping people increase their wealth through proper money management and financial literacy. His clients include individuals, business owners, and professional athletes - and he thrives in developing an interpersonal relationship with each of them. Aaron is not just a trained professional with money he is qualified at making money work for you.

 

Natan McKenzie , Junior Advisor

When it comes to helping his clients navigate through the complicated world of finance Natan McKenzie, a Junior Advisor, energy is unmatched. In Natan’s own words,

It’s a vibe!”

For over 10 years he has provided assurance, guidance and hope to his clients ranging from families, business owners, and young professionals who are looking to establish their financial footprint. Natan’s journey has always been centered around his three major passions: Community Activism, Finance, and the Black Experience.

Natan is a HBCU alum of The Virginia State University, where he received his BS in Marketing and Graduate certificate in Project Management, CAPM certification, and became a member of Alpha Phi Alpha Fraternity, Inc. Natan is also a New Jersey born transplant currently living in Richmond, VA with his beloved finance, Amy.

Natan is committed in changing the financial behaviors of his community, one client, one business and one family at a time.

 

Shanika McCloud, Financial Advisor

Shanika McCloud is a Financial Planner, small business owner, and entrepreneur located in the DC metropolitan area. She first developed her love for the financial industry while working in the banking world. She has more than 15 years of experience between real estate, banking, mortgage lending, and financial coaching. She holds a master's degree in Integrated Marketing & Management Communications from Florida State University. She is a proud member of Alpha Kappa Alpha Sorority Inc.

In her private time, she loves spending time with her husband and children. When she's not spending time with her family, she's busy helping clients achieve their financial dreams