Dr. Lester Shelley is the Co-Founder of the Elise Financial Group who’s Licensed Insurance Agents serve clients nationwide. Shelley is a founder and managing partner of Covenant Estate Planning LLC which has a mission to provide personalized, reliable guidance in helping clients with estate planning and establishing Common Law Trust.
Dr. Shelley is a founder, managing partner and Sr. Vice President of the MARK IV Development Group a Real Estate Development and Investment Company based in Raleigh, NC. A US Army Veteran with over 17 years of service, Shelley is medically retired from the US Army and retired from the NJ Department of Military and Veteran Affairs where he served as a Chaplain.
Dr. Shelley is an Ordained Minister and has a (B.S.) from Philadelphia Biblical University, a Master of Divinity from New Brunswick Theological Seminary and a Earned Doctor of Ministry from Regent Divinity School.
Michael Taplin is a Licensed Insurance Broker and Infinite Banking Specialist. Michael is the founder of Taplin Financial a firm built on a foundation of “Service Before Self” and unwavering values of Excellence and Integrity with over fifteen years in the Insurance Industry. Michael is a founder and managing partner of Covenant Estate Planning LLC and he has a mission to provide personalized, reliable guidance in helping clients with estate planning and establishing Trust.
A retired US Air Force Officer with over 24 years of service, Michael’s leadership has positioned Covenant Estate Planning for unpresented success in serving clients nationwide. Michael is a graduate of Golden Gate University with a B.S. in Human Relations and a Master of Science and Administration from Central Michigan University.
Clifford Williams TTEE, a born leader helped his mother expand a successful contracting business in the suburbs of Washington, DC employing hundreds of people for over a decade. While helping his mother Clifford began a healing ministry where he traveled the globe and broadcast to millions on network TV. Cliff is a former Prime Minister of a Tribal Nation and has built a burgeoning private banking practice leveraging the relationships he has developed with leaders around the world.
An expert in Estate Planning, and establishing Common Law Trust, Cliff has created private associations of successful entrepreneurs, investors that focus on high level finance and real estate development. Clifford Williams attended Lee University.
Kellee Baker, Esq, TTEE owned a Real Estate Brokerage and licensed in DC, MD, VA, & FL has over 20 years of experience in real estate development and law. Kellee is an exceptional leader that takes pride in assisting clients with investments, estate planning and establishing Common Law Trust.
Kellee earned a B.S. in Marketing from the University of MD College Park, and a J.D. from Howard University School of Law. Kellee and Clifford manage the BLAQK Family Office Group, a multi-family office (MFO) that serves as support for multiple families’ investments, governance, and philanthropy planning.
Helping Clients Prepare Effective and Personalized Estate Plans and Trust You Need to Protect Your Legacy.
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