Savvy Senior: Empower Your Financial Wellness Journey

Moderator, Award Winning Journalist

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, including Lawmakers on 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 has a master’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.

Assistant United States Attorney, Elder Justice Coordinator, NDGA

Angela has served as a federal prosecutor for the past eight years – two years as a Trial Attorney in the Fraud Section of the Criminal Division of the U.S. Department of Justice and currently as an Assistant United States Attorney in the Northern District of Georgia. She works closely with federal investigative agencies, such as the FBI and Secret Service and has successfully prosecuted significant and complex fraud cases that have led to convictions of individuals who engaged in multi-million-dollar fraud schemes. These cases included crimes such as Medicare fraud, money laundering, wire and bank fraud, as well as specific schemes related to elder abuse, such as romance scams, imposter scams, and investment fraud.

Angela serves as the Elder Justice Coordinator for the Northern District of Georgia. In this role she helps train law enforcement on how to best investigate schemes that particularly target elderly citizens. She also helps educate the community on how to best detect, avoid, and report elder abuse scams.

Georgia Team Lead, Community Outreach Specialist, Senior Medicare Patrol, AdviseWell Inc.

Nathan Coflin is a graduate of Old Dominion University and has been a fierce advocate for older adults and other vulnerable populations for over ten years. Currently, Nathan serves as Lead Outreach Specialist for the federally funded Senior Medicare Patrol program in the state of Georgia, where he and his team seek to empower Medicare beneficiaries fight the over $60 billion in Medicare fraud, waste, and abuse that occurs nationwide each year.

Co-Founder and Senior Wealth Advisor at Collective Wealth Partners

Kamila Elliott, MBA, CFP^®, is a CERTIFIED FINANCIAL PLANNER™ who resides in Atlanta, GA. She is a co-Founder and Senior Wealth Advisor at Collective Wealth Partners. She has over two decades of financial planning and investment experience assisting individuals, endowments & foundations and business owners with comprehensive wealth solutions and holistic planning. She also is a sought-after financial expert and speaker on topics such as the racial wealth gap, diversity & inclusion in financial services, and working with first generation wealth investors. She also serves on the CNBC Financial Advisor Council, listed as Barron’s Top 10 People to Watch in Wealth Management in 2023, and Financial Planning Magazine’s People to Watch in 2022. You can also find her on CBS Morning News and CNBC sharing helpful tips for savers and investors.

Kamila spent most of her professional career at Vanguard working with ultra-high net worth individuals and endowments & foundations, inclusive of major universities, hospitals, and other charitable organizations throughout the southeast U.S. Her client relationships ranged from $20M to $450M and represented $3B in total assets prior to leaving the role.

Kamila was the 2022 Chair of the CFP Board, the first African American in their 40+ year history and one of the youngest ever to serve in the role. The CFP Board of Directors is the policymaking and oversight body of Certified Financial Planner Board of Standards, Inc. for over 100,000 financial professionals in the U.S. She also works on behalf of retirement savers and is often on Capitol Hill advocating for legislation to reduce fees and improve American’s access to competent and ethical financial planning. She serves on the Investment Committee for Women Against Abuse Inc. located in Philadelphia, PA and has been an active volunteer with the IRS Volunteer Income Tax Assistance (VITA) program.

Kamila obtained her B.A. and MBA from The Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ and holds licenses for Life, Health and Long-Term Care Insurance.

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.

Retired Private Wealth Advisor, CKM Wealth

Robert has over 20 years of prior experience in the corporate world building business and running organizations. In his past, he was a CEO & Fortune 500 Senior Executive and has Private Equity and M&A Experience. Furthermore, he has been involved with Corporate and Non-Profit Board of Directors. Robert is a graduate of McGill University in Montreal.

Assistant U.S. Attorney for the Northern District of Georgia in Atlanta

Steve McClain is an Assistant U.S. Attorney for the Northern District of Georgia in Atlanta. He is the Chief of the Complex Frauds and Cybercrime Section, responsible for supervising other fraud prosecutors and white-collar matters in the U.S. Attorney’s Office. Steve serves as the point of contact for the FBI, SEC, United States Secret Service, Department of Homeland Security, Health and Human Services, Internal Revenue Service, Social Security Administration, and other federal and state agencies on fraud and cyber matters. As a federal prosecutor, Steve investigates and prosecutes all types of white-collar offenses, including corporate and securities fraud, bank fraud, government program fraud, investment fraud, health care fraud, immigration fraud, tax fraud, public corruption, computer crimes, counterfeiting, environmental crimes, and identity theft. He has received numerous awards for his work, including the Department of Justice Director’s Award for the prosecution of a defendant who was convicted by a jury for running a Ponzi scheme and sentenced to 27 years in prison. Before his government service, Steve was a partner in the Los Angeles office of Kirkland & Ellis LLP, where he focused on complex commercial litigation. He began his career as a law clerk for Judge Kenneth F. Ripple on the U.S. Court of Appeals for the Seventh Circuit. Steve graduated summa cum laude from Notre Dame Law School, where he was the Managing Editor of the Notre Dame Law Review, and obtained his B.S. and M.S. degrees from Clemson University.

Assistant Commissioner of Securities/Director Securities & Charities Division Georgia Secretary of State

Noula Zaharis is the Assistant Commissioner of Securities and the Director of the Georgia Secretary of State’s Securities & Charities Division. Her experience includes serving as a regulatory compliance analyst at Ekonomou, Atkisson & Lambros Law Firm, which served as the Investigative Agent for the Georgia Securities Division. She also served as Director of Compliance at Investment Law Group managing the registrations and compliance support for state and federal registered investment advisers and private investment funds. She also held the position of Vice-President of Compliance at a publicly traded oil and gas company located in Texas. Ms. Zaharis is a former English and Latin teacher with Atlanta Public Schools and was an associate professor of English at Georgia State University. She serves on the Board of Directors of the National Association on State Charities Officials (NASCO) on various committees with the North America Securities Administrators Association. She received her undergraduate degree (BA) in English Language and Literature/Letters from Furman University and Master of Arts, English/Language Arts Teacher Education from Emory University. She holds the Investment Adviser Certified Compliance Professional (IACCP) designation.