Trusted Guidance for Your Journey

    We are a dedicated, hardworking team of planning and investment management professionals that values family, fun, and helping you reach your potential. We take pride in helping to clarify your financial and life goals and aligning your priorities with your investment strategy and financial plan.

     

    Meet the Team

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    Ka’Neda N. Bullock, CFP®

    President and Founder

    Ka’Neda N. Bullock, CFP®, MBA, AIF®, APMA®, is president and founder of Master Plan Investment Group, based in Pennington, New Jersey. She is a wealth manager and corporate retirement plan advisor.

    She graduated with a bachelor's degree in government and economics from Smith College, where she was first-year class president and student body president her senior year. She studied for a semester in the Dominican Republic. After college, she completed a Fulbright fellowship in South Korea, where she studied economics and taught English at a girls' middle school. She speaks some Korean and Spanish.

    Ka'Neda began her career in the investment management industry with one of the largest investment firms in the nation, American Funds, also known as Capital Group. She left her corporate role to help individuals, families, and organizations, as a wealth manager and retirement plan advisor for Edward D. Jones & Co., financial services firm, from 2010 to 2014.  She became an independent wealth manager and advisor in 2014.

    As a wealth manager,  Ka'Neda uses customized investment, insurance, and financial planning strategies to help clients maximize their portfolios, achieve their goals, and build generational wealth.

    In her role as a retirement plan advisor, she manages workplace retirement plans, such as 401(k) and 403(b) plans, bringing her experience to the entire organization.

    Ka'Neda established Master Plan Investment Group in 2019 with a mission to serve clients by helping them clarify their financial goals, chart a course for success, and live a fulfilled life. She became a CERTIFIED FINANCIAL PLANNER (CFP®) professional in April 2020. Currently, 3.7 percent of CFP® professionals are Black or Latino, and only 23.3 percent are women. Ka'Neda is committed to improving these statistics. She holds FINRA Series 7 and 66 securities registrations and holds life insurance (term, permanent, and long-term care) and health licenses.

    She was one of 15 selected out of the 400 women advisors to be on the inaugural Commonwealth Financial Network Women's Council. The council advises Commonwealth in its efforts to increase the number of women advisors at Commonwealth and industry-wide and promote their retention. The group will help influence hiring, support, and resources needed to advance this effort. Commonwealth provides independent financial advisors across the country, including Master Plan Investment Group, with trading technology, brokerage services, compliance, and other back-office services.

    Ka’Neda received her MBA from the New Jersey Institute of Technology (NJIT), where she recognized the future role of technology in the investment management industry and used this knowledge as a foundation for her business.

    She is a frequent speaker on money management, including retirement income strategies, investing, insurance, long-term care, financial planning, and general financial literacy.

    Ka'Neda is a member of the Princeton Mercer Regional Chamber of Commerce, the Financial Planning Association (FPA), and the National Association of Plan Advisors (NAPA).

    Ka'Neda grew up in Lawrenceville, New Jersey, and is a graduate of Lawrence High School. She and her husband, Eric, who is an educator, and their two daughters, Bella and Madison, live in New Jersey. The family enjoys volunteering, as well as supporting live music, visual arts, and comedy in the community, and traveling. Among the countries Ka'Neda has visited are Canada, Liberia, Italy, the United Kingdom, Switzerland, France, Germany, Spain, Portugal, South Korea, Japan, China, Thailand, Vietnam, India, Haiti, the Dominican Republic, and Mexico. She believes in being a global citizen.

    She is also an active member of the Trenton Alumnae Chapter of Delta Sigma Theta Sorority, Inc., in which she serves on the finance and strategic planning committee; Shiloh Baptist Church in Trenton, New Jersey, in which she served as the Director of Budgets and Economic Empowerment Chair; Jack and Jill of America, Inc./Mercer County Chapter, in which she serves on the finance committee; Newark Symphony Hall Investment Committee; and the Robert Wood Johnson Young Professionals Board.

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    Tania Gray

    Practice Manager

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    Tania is instrumental in making sure your needs are met and that the firm is operating efficiently. She manages our private wealth management onboarding and ongoing client servicing process, our retirement plan consulting processes, and multiple day-to-day business functions. A few things she can help you with include:

    • Assisting with account opening process and paperwork
    • Monitoring account transfer/rollover process
    • Processing distributions/contributions to/from your accounts
    • Updating your beneficiaries and trusted contacts
    • Scheduling professional partner/vendor/community partner meetings
    • Answering questions about our firm
    • Expediting an urgent request

    Outside of operational support to the advisor, Tania’s responsibilities include overseeing the rest of the team and managing client engagement, marketing, and business development. She builds initiatives to help improve client experiences and strengthen client relationships. Tania also maintains business social media pages, working closely with the advisor to develop programs and branded materials that keep our clients up to date on changes at our firm, current market conditions, and other related regulatory/legislative information.

    Tania has held a former senior position with over a decade of experience within the financial services industry. Throughout her tenure, she has developed a strong background in project management, risk assessment, investment account maintenance and customer service. She has worked with senior management and executive leadership within previous roles to support compliance and internal auditing needs by helping to mitigate reputational & financial risk for a previous financial institution. She currently holds a Bachelor's Degree in Marketing Management from Saint Peter's University. 

    Outside of work, Tania enjoys the creative arts, photography, traveling and spending time with family. 

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    Tameka Jefferson

    Client Services Assistant

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    Tameka’s primary focus is to work with clients to schedule appointments and track client service activities throughout the year, so clients’ needs are addressed with great care and attention. She also provides administrative support to the firm advisors. Tameka will often be your first point of contact. Contact her when you want to:

    • Schedule, confirm, or reschedule an appointment
    • Change your address, email, or phone number
    • Learn how to access your account(s) online
    • Obtain additional information about your account(s)

    In addition to her administrative duties, Tameka’s goal is to provide clients with excellent service and an overall positive experience to facilitate an elevated level of client growth and satisfaction.

    Tameka has been a valued member of our firm since 2021. She is a mother of two daughters, Tymia and Kamya. She is also a United States Army Veteran and spent ten years in Law Enforcement as a Corrections Officer after leaving the military.

    During her free time, she enjoys spending time with her daughters and family, painting, and going to the movies.

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    Lenyce Sharp

    Financial Paraplanner Trainee

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    Lenyce co-manages the financial planning onboarding and ongoing review process with your advisor. Her unique prospective and close attention to detail when inputting data into financial planning software will ensure a smooth transition to your advisor and a high level of client service and satisfaction. Lenyce can assist you with:

    • Logging into and navigating Right Capital
    • Obtaining insurance and long-term care illustrations
    • Running investment reports and illustrations

    Lenyce’s main responsibilities include financial plan support, investment research, and insurance planning. Her goal is to provide clients with complete financial projections, plans, and an overall exceptional financial planning experience.

    In addition to joining Master Plan Investment Group in 2022, Lenyce will receive a bachelor’s degree in Finance and Business Analytics with a concentration in Private Wealth Management from Rider University in May 2022. She is also working towards a certificate in Leadership and is currently a member of the Data Analytics and Information Systems club at Rider University.

    When she’s not at work or school, Lenyce enjoys going to the movies, going to theme parks, shopping, and spending time with family and friends.

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    Andrew Sowa

    Retirement Plan Consulting Intern (Spring 2022)

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    Andrew is an influential asset to both the advisor and to other members of our team. He assists in a range of diverse business projects specializing in retirement plan consulting, financial education, financial modeling, research and development, and market analysis. His goal is to simultaneously learn new skills and apply them, per his unique perspective, to promote business growth and innovative solutions to meet clients’ day-to-day needs.

    During his time at Master Plan Investment Group this Spring, Andrew is also currently a Junior at Albion College located in Michigan. He will receive his bachelor’s in Finance with a minor in Political Science in 2023. He is the president of the Economic Honors Society and a member of the Business Fraternity.

    Some of Andrew’s hobbies include swimming, spending quality time with friends, and playing basketball.

     

    Our Steadfast Support System

    Through our affiliation with Commonwealth Financial Network®, which provides business solutions and support to a nationwide network of independent financial advisors, we have access to tools and resources to help you succeed. We can take advantage of Commonwealth's wide selection of investment vehicles, deep research, outstanding service, robust technology, and sophisticated security to meet your needs.