Alicia Pryor
Alicia Pryor is a retired U.S. Air Force veteran with 22+ years of services. She is passionate about adding value to others and committed to improving financial literacy throughout the metropolitan Washington DC area. Motivated by the belief “it’s time to level the playing field so that all have the opportunity for financial success,” She is engaging, educating and empowering others to achieve financial well-being by simplifying financial principles and concepts, which help people understand and apply in common situations, regardless of your age or station in life. Through numerous workshops, seminars, and consultations, her goal is to transform the financial landscape of our local communities one individual, one family at a time by teaching ordinary people how to mitigate life’s risk and achieve financial success through the implementation of sound financial strategies.
Other/Fun Facts about Alicia Pryor:
Other/Fun Facts about Alicia Pryor:
- John Maxwell certified coach, teacher, and speaker, offering workshops, seminars and coaching sessions.
- Contributing author in her first book, "Sisters 4 Sisters Network, Always Sisters, the Power of Sisterhood."
- Financial strategist, licensed life insurance agent, tax professional and notary.
- Married to Darryl J. Pryor, CEO, DNA Financial & Associates
- Has five amazing children (one son and four daughters) and five beautiful grandchildren (three granddaughters and two grandsons)
- Favorite things to do is to travel and experience different cultures—food, dance, etc.
- Maintains a crazy sense of humor--was told that my laugh is contagious!
Copa: Where are you from?
Alicia: Los Angeles, California, specifically.
Alicia: Los Angeles, California, specifically.
Copa: Where did you attend school?
Alicia: Notre Dame Academy for Girls High School, Southern Illinois University at Carbondale.
Alicia: Notre Dame Academy for Girls High School, Southern Illinois University at Carbondale.
WHO WE ARE
Alicia Pryor COO & Darryl J. Pryor CEO
Copa: Tell me a little bit about your company. Who is DNA Financial & Associates?
Alicia: Well, DNA is a family-owned financial services business, vested in the metropolitan District of Columbia area, aiming to transform the financial landscape of our communities one individual, one family, one small business at a time by educating, advising, and coaching everyday people on how to achieve financial security, through the implementation of time-tested and sound financial strategies and principles.
We are guided by our Certified Financial Fiduciary (CFF) standard. It is “The Standard of Excellence” and a commitment, which puts the “Good Faith, Care, and Loyalty to Our Client’s Best Interest” first. Our ongoing DNA mission is to EMPOWER, ENLIGHTEN, and INSPIRE clients by demystifying the complexities of financial planning, to make them better informed and more confident to take stewardship of their financial futures.
Copa: You said “mission”. Sounds like your military influence coming through…
Alicia: Absolutely!!! Both my husband and I are retired Air Force and former DOD civil servants, so having and knowing our mission is critical to success--ours and our client’s. So yes, our mission is to remove the complexity of financial planning by providing coaching, mentorship, accountability, and a "let's get it done" mindset, which we gained through years of self-less service. This servant, mission-focused mindset is found throughout our enterprise.
Alicia: Well, DNA is a family-owned financial services business, vested in the metropolitan District of Columbia area, aiming to transform the financial landscape of our communities one individual, one family, one small business at a time by educating, advising, and coaching everyday people on how to achieve financial security, through the implementation of time-tested and sound financial strategies and principles.
We are guided by our Certified Financial Fiduciary (CFF) standard. It is “The Standard of Excellence” and a commitment, which puts the “Good Faith, Care, and Loyalty to Our Client’s Best Interest” first. Our ongoing DNA mission is to EMPOWER, ENLIGHTEN, and INSPIRE clients by demystifying the complexities of financial planning, to make them better informed and more confident to take stewardship of their financial futures.
Copa: You said “mission”. Sounds like your military influence coming through…
Alicia: Absolutely!!! Both my husband and I are retired Air Force and former DOD civil servants, so having and knowing our mission is critical to success--ours and our client’s. So yes, our mission is to remove the complexity of financial planning by providing coaching, mentorship, accountability, and a "let's get it done" mindset, which we gained through years of self-less service. This servant, mission-focused mindset is found throughout our enterprise.
Copa: It seems you are certainly committed to serving your clients. Who does DNA serve or who is your typical client?
Alicia: That is a great question and not one easily answered. Our clients come from a wide range of socio-economic backgrounds and status. They include, but are not limited to, servant leaders, such as military, law enforcement, fire & rescue, etc., businessowners, and professionals, to include doctors and lawyers. We serve nearly as many clients in their late 20’s to mid-30’s, as we do those in their late 50’s to mid-60’s.
While many financial coaches and planners focus primarily on the high-end, high net worth clientele, and we do also, we’re particularly focused on the everyday individual. You may know someone like him or her. They are the average, hard-working person(s), who earns significant money, but has not learned how to make their money work and grow for them to become financially secure. It is our experience, that lack of financial literacy impacts a wide spectrum of income earners.
We find that regardless of economic status, everyone is not having a financial conversation at the dinner table. This is why we believe it is so important we level the playing field and ensure that all have the opportunity for financial success.
Copa: Wow, it sounds like you have a very diverse clientele and nearly anyone can be your client. Is this correct?
Alicia: Well, that is mostly correct. We do have a very diverse clientele, but not everyone can be our client. Quite often we turn down clients or gently release them from our services. A client must have the right mindset and recognize the value of our services.
You see, at DNA Financial and Associates we recognize, just as everyone’s DNA is unique, so, too, are their goals, passions, and struggles (GPS). There is no cookie-cutter, one-size fits all approach. As a fiduciary, no matter where our clients are in life—family, young professional, business owner, seasoned professional, pre-retirement or retired—we put their GPS first. As holistic financial, insurance and tax strategists, we work with them to tailor a pragmatic strategy that fits their overall needs and financial well-being. Our main product and service is knowledge. We specialize in educating and coaching our clients on a wide array of financial topics, products, and services. We teach them to become FINANCIALLY secure, responsibly INSURED and TAX wise (FIT). Again, not everyone has the right mindset.
Alicia: That is a great question and not one easily answered. Our clients come from a wide range of socio-economic backgrounds and status. They include, but are not limited to, servant leaders, such as military, law enforcement, fire & rescue, etc., businessowners, and professionals, to include doctors and lawyers. We serve nearly as many clients in their late 20’s to mid-30’s, as we do those in their late 50’s to mid-60’s.
While many financial coaches and planners focus primarily on the high-end, high net worth clientele, and we do also, we’re particularly focused on the everyday individual. You may know someone like him or her. They are the average, hard-working person(s), who earns significant money, but has not learned how to make their money work and grow for them to become financially secure. It is our experience, that lack of financial literacy impacts a wide spectrum of income earners.
We find that regardless of economic status, everyone is not having a financial conversation at the dinner table. This is why we believe it is so important we level the playing field and ensure that all have the opportunity for financial success.
Copa: Wow, it sounds like you have a very diverse clientele and nearly anyone can be your client. Is this correct?
Alicia: Well, that is mostly correct. We do have a very diverse clientele, but not everyone can be our client. Quite often we turn down clients or gently release them from our services. A client must have the right mindset and recognize the value of our services.
You see, at DNA Financial and Associates we recognize, just as everyone’s DNA is unique, so, too, are their goals, passions, and struggles (GPS). There is no cookie-cutter, one-size fits all approach. As a fiduciary, no matter where our clients are in life—family, young professional, business owner, seasoned professional, pre-retirement or retired—we put their GPS first. As holistic financial, insurance and tax strategists, we work with them to tailor a pragmatic strategy that fits their overall needs and financial well-being. Our main product and service is knowledge. We specialize in educating and coaching our clients on a wide array of financial topics, products, and services. We teach them to become FINANCIALLY secure, responsibly INSURED and TAX wise (FIT). Again, not everyone has the right mindset.
Copa: If I am a client considering your services, why should I choose you? What makes DNA Financial & Associates different?
Alicia: Quite simply, OUR PROCESS. It’s about “YOUR GOALS and our strategies.” The emphasize is on YOUR GOALS. It’s all about empowering YOU. We foster a consultative relationship with all our clients. As your fiduciary, we put you in a position to make you informed, so you can confidently navigate your journey towards financial security.
While most firms won't talk to you unless you have $250K to 1 million in assets, or earn $200K in annual income, we believe our clients’ most valuable asset is knowledge. As a key member of your coaching and advisory team, we travel with you along your personal and/or business financial well-being journey. Our best clients are those who recognize that successful financial and tax planning are the result of years’ worth of discussions and planning sessions. They are willing to go through the process.
Our team and partners will work with you to learn more about your personal GPS. However, you must be an active player and not just a pawn. Our goal is to help you become someone who thinks several moves ahead, rather than simply react to the financial Game of Life as it happens to you.
No matter what your phase of life, we continually require you to answer some basic questions about what financial security looks like to you. For example, what is the best way to:
a. Take care of myself or my family financially?
b. Grow my money?
c. Protect my money?
d. Plan for retirement?
e, Be smart with my money?
f. Prepare myself financially for emergencies or serious illness?
g. Save for the future other than 401 (k)s, TSPs, or IRAs?
Ultimately, we challenge you to ask yourself, “Am I a player or pawn?”
WHAT WE OFFER
Copa: What are some services your company offers?
Alicia: We offer a wide array of services, but a few are:
Alicia: "The starting point is always NOW. The end is up to YOU." ~ Ron Kaufman
There is no better time than NOW to begin changing your mindset…your money mindset. Corona Virus exposed and exacerbated inequalities, disparities, and deficiencies in our communities – no emergency fund, no insurance, no protection, etc. Unfortunately, you may not realize that you have an emergency until you are experiencing one. Let us help you start thinking about what you should be thinking about:
WHAT’S NEXT
Alicia: Quite simply, OUR PROCESS. It’s about “YOUR GOALS and our strategies.” The emphasize is on YOUR GOALS. It’s all about empowering YOU. We foster a consultative relationship with all our clients. As your fiduciary, we put you in a position to make you informed, so you can confidently navigate your journey towards financial security.
While most firms won't talk to you unless you have $250K to 1 million in assets, or earn $200K in annual income, we believe our clients’ most valuable asset is knowledge. As a key member of your coaching and advisory team, we travel with you along your personal and/or business financial well-being journey. Our best clients are those who recognize that successful financial and tax planning are the result of years’ worth of discussions and planning sessions. They are willing to go through the process.
Our team and partners will work with you to learn more about your personal GPS. However, you must be an active player and not just a pawn. Our goal is to help you become someone who thinks several moves ahead, rather than simply react to the financial Game of Life as it happens to you.
No matter what your phase of life, we continually require you to answer some basic questions about what financial security looks like to you. For example, what is the best way to:
a. Take care of myself or my family financially?
b. Grow my money?
c. Protect my money?
d. Plan for retirement?
e, Be smart with my money?
f. Prepare myself financially for emergencies or serious illness?
g. Save for the future other than 401 (k)s, TSPs, or IRAs?
Ultimately, we challenge you to ask yourself, “Am I a player or pawn?”
WHAT WE OFFER
Copa: What are some services your company offers?
Alicia: We offer a wide array of services, but a few are:
- Tax & Retirement Planning
- Financial Literacy
- Insurance Planning and Optimization
- Financial Wellness Coaching
- Complimentary Financial Analysis
- 401K/TSP Rollovers
Alicia: "The starting point is always NOW. The end is up to YOU." ~ Ron Kaufman
There is no better time than NOW to begin changing your mindset…your money mindset. Corona Virus exposed and exacerbated inequalities, disparities, and deficiencies in our communities – no emergency fund, no insurance, no protection, etc. Unfortunately, you may not realize that you have an emergency until you are experiencing one. Let us help you start thinking about what you should be thinking about:
- How do I prepare for life?
- How do I protect my family, my future, my legacy?
- How do I become a someone who thinks several moves ahead, rather than simply react to the financial game of life?
- How do I become a player and not just a pawn?
WHAT’S NEXT
Copa: What does the future hold for your company and your great services?
Alicia: Join us every 1st and 3rd Monday at 8:00 am for our podcast, “Unchain Your Money Mindset” as we talk about time-tested, and new ways of making your money work for you in this new economy. We will host industry leaders, clients, and everyday people to discuss tips and techniques on personal and business finance, insurance and tax related topics aimed at closing the wealth gap.
This new economy is filled with many challenges and pitfalls for unwary individuals and business owners. Our podcast, however, aims to demystify its complexities and help you level the playing field to identify and leverage tremendous opportunities for your financial success, regardless of your starting point.
Our show will help you assess whether your money mindset makes you a player or a pawn, from a financial perspective, in the Game of Life. It will challenge your fundamental beliefs about money and how money works.
If everything you thought you knew about money was wrong, WHEN would you like to know?
Copa: Are there any recommendations or advice you would give someone?
Alicia: There is no better time than NOW to reach out to us for your complimentary FINANCIAL, INSURANCE and TAX (FIT) review. COVID accentuated the tragic cost of waiting. It exposed and exacerbated long standing inequalities, disparities, and deficiencies in our communities. Too many had no emergency fund, no insurance, no protection, etc. Unfortunately, many don’t think to prepare for an emergency until they’re experiencing one. Let us help you start thinking about what you should be thinking about. Let us help you prepare for life, protect your family, protect your future, and protect your legacy. Let us help you become a player in the financial Game of Life.
Copa: How can my readers find you to schedule that FIT review or for more information?
Alicia: You can reach us in any of the ways listed below.
Website: www.dnafinancialassociates.com
Address: 120 Waterfront Street, Ste 425, National Harbor, MD 20745
Email: [email protected]
Phone: 703-765-2076 or 301-341-1001
Alicia: Join us every 1st and 3rd Monday at 8:00 am for our podcast, “Unchain Your Money Mindset” as we talk about time-tested, and new ways of making your money work for you in this new economy. We will host industry leaders, clients, and everyday people to discuss tips and techniques on personal and business finance, insurance and tax related topics aimed at closing the wealth gap.
This new economy is filled with many challenges and pitfalls for unwary individuals and business owners. Our podcast, however, aims to demystify its complexities and help you level the playing field to identify and leverage tremendous opportunities for your financial success, regardless of your starting point.
Our show will help you assess whether your money mindset makes you a player or a pawn, from a financial perspective, in the Game of Life. It will challenge your fundamental beliefs about money and how money works.
If everything you thought you knew about money was wrong, WHEN would you like to know?
Copa: Are there any recommendations or advice you would give someone?
Alicia: There is no better time than NOW to reach out to us for your complimentary FINANCIAL, INSURANCE and TAX (FIT) review. COVID accentuated the tragic cost of waiting. It exposed and exacerbated long standing inequalities, disparities, and deficiencies in our communities. Too many had no emergency fund, no insurance, no protection, etc. Unfortunately, many don’t think to prepare for an emergency until they’re experiencing one. Let us help you start thinking about what you should be thinking about. Let us help you prepare for life, protect your family, protect your future, and protect your legacy. Let us help you become a player in the financial Game of Life.
Copa: How can my readers find you to schedule that FIT review or for more information?
Alicia: You can reach us in any of the ways listed below.
Website: www.dnafinancialassociates.com
Address: 120 Waterfront Street, Ste 425, National Harbor, MD 20745
Email: [email protected]
Phone: 703-765-2076 or 301-341-1001
Copa: How can my readers find you for more information?
Alicia: Website: www.dnafinancialassociates.com
Address: 120 Waterfront Street, Ste 425, National Harbor, MD 20745
Email: [email protected]
Alicia: Website: www.dnafinancialassociates.com
Address: 120 Waterfront Street, Ste 425, National Harbor, MD 20745
Email: [email protected]
