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Founding Partners

Meet the dedicated individuals behind M&M Wealth Partners who are committed to your growth. Discover their inspiring stories and expertise as they help you thrive.

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Hi, I'm Marlo Jones

The managing partner at M&M Wealth Partners. Over the course of my career, I have forged a formidable path, combining a strong background in financial management with extensive experience in business development. With a keen eye for managing large sums of money, I have successfully overseen numerous high-value projects, demonstrating meticulous project and portfolio management skills.

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Speaking as someone who knows what it feels like to know you have purpose burning inside while simultaneously not having the connections, financial ability, or clarity to operate in it, I understand the battles taking place in the mind. Where your own emotions are battling against you as you're coping with limited resources, fear of success, the anxiety of being able to execute your vision, and minimum network connections. Especially when you’re responsible for your family’s future and legacy.

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Through my past and current experiences, God has empowered us to develop a mastermind wholistic wealth journey through experiencing “The impact of spiritual and mental wealth on your financial wealth – Desiring To Be Whole & Complete” I have become equipped with wisdom, tools, techniques, resources, and powerful strategic alliances to help countless others along their Wholistic Wealth Journey!

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Professional Highlights

  • Founder & Executive Director of W.I.S.E. Foundation

  • Generational Change Agent Movement Founder and Visionary

  • Generational Wealth Builder

  • Managing Partner

  • Certified Sr. Project Manager (PMP)

  • Certified SCRUM Master

  • Ministry Leader

  • 15+ years of Project & Portfolio Management

  • Agile Practices & Scrum Master Leadership

  • Strategic Thinking & Decision Making

  • Effective Communication & Presentation Skills

  • ​Change Management & Adaptability

  • Financial Management 

  • Collaboration & Stakeholder Engagement

  • Continuous Improvement Practices

  • Process Optimization for Efficiency

  • Risk Management & Issue Resolution

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Hi, I'm Alicia Smith

A managing partner at M&M Wealth Partners. I have several years of experience assisting both for-profit and non-profit companies in securing grant funding. Over the years, I have been able to secure millions of dollars in grant funding for successful businesses and entrepreneurs. In addition, I have expertise in developing companies’ profiles to maximize their funding potential. My passion for helping entrepreneurs and companies is fueled by my personal entrepreneurial journey and my desire to serve others. By offering strategic guidance and leveraging my expertise, I aim to support aspiring business owners in realizing their financial objectives and transforming their dreams into successful ventures. Like many business owners, I understand how critical the proper amount and allocation  of funding is for a business’ growth and overall success. Accordingly, with the knowledge   acquired   from my personal

entrepreneurial journey coupled with my extensive expertise in grant services/business development, I can tactfully guide business owners through the complexities required for several types of funding.

Professional Highlights

  • Professional Grant Writer

  • Entrepreneur

  • Community Leader

  • Youth Empowerment Enthusiast

  • 2022 Phenomenal Women in Business Achievement Awardee

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