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Providing Step-by-Step Guidance
Towards Your Financial Future

Serving the Baltimore-Washington Metropolitan area and Pennsylvania

Discover Our Solutions

Comprehensive Retirement Planning

For Educators, Not-for-Profit Employees & Individuals in the Local Community

Aligning the many moving pieces of your finances can feel overwhelming.
That’s why we follow a simple approach: by tackling your goals one by one, we work to address every piece of your financial picture. With a simplified strategy in place, you’ll be on the road towards your envisioned future.

Standing Beside You on Your Journey to Tomorrow With:

Supreme Service & A Dedication to Your Best Interest

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Throughout our collaboration, we’re ready to answer your every question and address your every concern. Together, we’ll develop a personalized plan that reflects your circumstances and has your best interest in mind, always.

Open Communication & Candidness

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We believe that guiding you towards your goals is only possible by getting to know you through open, honest conversations. Understanding your feelings, thoughts and goals is essential to creating a personalized plan that resonates with your well-being and vision. 

A Commitment to Your Financial Literacy

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By taking a joint approach to your finances, we walk you through all of your options and explain the implications of each choice. In this way, you’ll be able to make informed decisions and expand your financial knowledge towards lasting confidence. 

Ready to Learn More?

Meet Your Team

Your Financial Life Involves Many Components

We’re Here to Connect the Dots

Your Financial Partners
Are Committed to Your Current & Future Well-Being

Meet Your Team

Alicia Kong CRPC®, CFS, RFC Photo

Alicia Kong CRPC®, CFS, RFC

Financial Adviser
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Jeff Bograd headshot

Alicia Kong CRPC®, CFS, RFC

Financial Adviser

(410) 465-3003
(301) 792-1086
(866) 545-3701
alicia.kong@voyafa.com

Alicia Kong is passionate about helping people achieve great retirement dreams through thorough personalized plans. With over 25 years of experience, she brings insight and strategic guidance to every client.

Alicia has assisted individuals and families in her community to reach their financial goals by incorporating tactics to fulfill short-term, intermediate and long-term needs. From building an emergency fund to saving for a child’s education or securing a reliable retirement income, Alicia and her team work diligently to ensure each client is well-positioned to attain their aspirations.

When she’s not working closely with clients, you can find Alicia volunteering with the youth, demonstrating her commitment to the local community. Alicia regularly spends her time educating children K-12, expanding their financial knowledge while inspiring and preparing them for a successful future.

Alicia also enjoys spending time with her husband, Carl, and daughter Deanna, who is graduated from Penn State. They love their dog, Sam, a boxer who is 5 years old.

Qualifications:

  • Series 6 - Investment Company/Variable Contracts Products Representative
  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - The Uniform Investment Adviser Law Examination
  • Certified Fund Specialist (CFS)
  • Registered Financial Consultant (RFC)
  • Chartered Retirement Planning Counselor (CRPC)
  • Life, Health and Variable Annuity Insurance license
  • Bachelor of Arts, Purchase College 1996
  • Alicia is Maryland notary public
Kate Jenkins Photo

Kate Jenkins

Marketing Assistant
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Kate Jenkins assists with administrative tasks to support the office needs, marketing needs and other designated tasks to allow Alicia to focus her attention on providing excellent service to her clients, family and community.

Kate is a full time Clinical Social Worker and when not supporting Alicia’s Voya Office can be found working passionately with and supporting Maryland’s foster families and youth. Kate volunteers with the Girl Scouts of Central Maryland and is actively engaged with her family’s sports and after school activities.  

 

Nicole Kendrick Photo

Nicole Kendrick

Account Executive
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Nicole Kendrick brings over 20 years of administrative and customer service experience to our team.

Nicole enjoys fulfilling administrative support in the Alicia’s office; she works diligently to provide an organized, efficient, and excellent experience for clients and staff alike.

 Outside of Voya Nicole is in full-time ministry with her husband. Nicole’s passion is to guide others to be the best they can be in this journey of life, her background in psychology aids her to counsel and mentor youth and women.

 In her spare time, Nicole enjoys spending time with her family and mentees, shopping, traveling, experiencing different cuisines, and fun adventures full of adrenaline.

Being Involved in Our Local Community
Has Always Been in Our Nature

Beyond the work we do with our clients, we’re committed to making a lasting positive impact in our community. We participate in several organizations to prepare K-12 students for sustainable, successful careers and to empower greater financial literacy of emerging youth.

Learn About Alicia's Involvement in the Community:

Voya Unsung Heroes Program

Partakes in honoring the innovation and creativity of exceptional educators

Howard County Public School System

  • Serves the Academy of Finance as Advisor Board Chair
  • Participates in the Career & Technology (CTE) Board as Co-Chair
  • Member of the Advisory Council of the Apprenticeship Maryland Academy Program

Junior Achievement of Central Maryland

Volunteers to foster financial awareness & work-readiness among students

National Academy Foundation

Supports a national network to enhance the high school experience as an alumnus of NAF

Voya Unsung Heroes Program

Partakes in honoring the innovation and creativity of exceptional educators

Howard County Public School System

  • Serves the Academy of Finance as Advisor Board Chair
  • Participates in the Career & Technology (CTE) Board as Co-Chair
  • Member of the Advisory Council of the Apprenticeship Maryland Academy Program

What Causes Do You Care About?
We’d Love to Get to Know You

Reach Out

Serving Dedicated Professionals
In Search of Greater Financial Control

Guiding Mission-Oriented Individuals
Towards a More Secure Financial Future

If you are looking to better prepare for your future, we’re dedicated to helping you align your financial life with your goals. We focus on working with exemplary professionals in our local community and those interested in taking a strategic approach to save for retirement.

Are You Curious if We're a Good Fit?

Schedule a Call

We Work With:

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Educators & Those in the
Local School System

Navigating Pension Plans, Benefits & Supplemental Retirement Opportunities

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Government &
Not-for-Profit Employees

Understanding Your Employer’s Contribution Plan & Exploring Your Options

school building

Individuals
& Families

Reviewing Your Current Strategies & Comparing Solutions to Reach Your Goals

Together, we’ll clarify your financial portrait by first getting to know what benefits are currently available to you now and in the future. Then, we’ll walk through additional possibilities, creating a holistic plan that supports your current financial picture and future vision.

Sound Like You?

Learn How We Help

Meeting You Where You Are
Is Our Approach

Guiding You Towards
Greater Financial Health & a Fulfilling Future

As you move through various stages of life,
you may feel burdened by questions such as:

What do I want my retirement to look like?

How much should I be saving?

Am I on track towards a comfortable retirement?

Whether retirement is around the corner or years away, preparing for your lasting financial well-being can begin at any time. We’re here to answer your questions, get to know your vision and launch a financial plan that resonates with your values and goals.

quilt

Taking Care of the Your Financial Quilt,
One Stitch at a Time

With many components to create your complete financial picture, it can feel difficult to know where to begin. We’re here as your financial confidant to walk through your financial puzzle with you — one piece at a time — and create a holistic strategy towards a peaceful and enjoyable future.

Comprehensive Retirement Planning

Depending on your needs, we’ll develop a complete plan incorporating the following:

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Budgeting & Controlling Debt

Investment

Asset Management

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Life Insurance

rocking chair

Retirement Income Planning

home

Estate Planning

cap and gown

College Savings Planning

growth

Investment Management

Do Our Services Meet Your Needs?

Schedule a Call

Life Insurance

 You've got a great family. A nice house. A good job. Life is good. But what happens if life is suddenly cut short? Who takes care of family expenses? The mortgage? College tuition? While money may not solve everything, it can help your family carry on if you're not there. That's why life insurance is so important. 

Get Free Life Quotes!

Voya Financial Advisors does not offer fixed life insurance nor fixed life insurance services.

Videos

View a few informative videos. 

20 Seconds - Retirement Planning for Women
 20 Seconds - Asset Allocation

20 Seconds - Staying Invested
20 Seconds - Catch-Up Contributions
20 Seconds - Types of Debt


Understanding ROTH IRA
Prince George County Public School Enrollment

Update Beneficiary in your Voya Financial account

Watch out for more videos....

Simplifying Your Journey
Towards Financial Confidence

Your Financial Confidants
Are Ready to Listen

We look forward to hearing your story — and understanding where you’d like to be in the future. Together, we’ll get you on the path towards a secure tomorrow.

To get started, fill out the form below, contact us or schedule a consultation.