Meet our dedicated wealth management team!
My career in financial planning started in San Diego, CA and while serving in the US Navy in 2002. As a part-time financial advisor to fellow service members, I was able to help families with life insurance and personal asset management. After receiving an honorable discharge from the US Navy in 2006, I moved back to my hometown of Columbus, OH. That same year I began working with a Fortune 100 company assisting Ohio public employees with 457(b) retirement plans. In 2010 I advanced to a role that allowed me to design and sell private-sector 401(k) retirement plans to small and mid-size companies. In 2013 I became an Independent Associate Financial Advisor, servicing individual and business accounts. From 2013-2018, I consistently expanded my financial book of business over 20% year-over-year. My dream was realized in 2019 when I opened the doors to Money Concepts in offering independent wealth management and holistic financial planning services to clients. My mission is providing clients access to a micro-family office that facilitates effective growth and wealth transfer across generations.
For over 20 years my client services have focused on the following:
- Detailed and on-going financial planning.
- Retirement savings and planning.
- Non-retirement savings and investments.
- Asset management.
- Personal and business life insurance.
- College funding and planning.
- Private company and non-profit group retirement plans.
- Charitable giving through life insurance and annuities.
- Partner with client Subject Matter Experts (SME’s) as a fractional Family Office.
As your Wealth Manager, my job is to: understand your goals and dreams, strategize a plan to get you there, and guide you through the journey to achieve those dreams. My team and I consider it a great privilege to work with you and are fully committed to your success!
Keisha Smith-Jones RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Keisha Smith-Jones RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH
Address
81 Mill Street Suite 300
Gahanna, OH 43230
Licenses
- Series 6, 65
Awards
- 2025 Apex Award
- 2026 Apex Elevated Member
Tenesha Hartgrove, CPA, EA, CFP®, is Managing Partner of McConnell Jones’ Durham, North Carolina office and CEO of Ncrease Financial Services. In her role with McConnell Jones, she leads the Durham office and helps advance the firm’s continued growth and long-term impact in the region. Across both leadership and client service, Tenesha partners with business owners and entrepreneurs to strengthen their financial foundation, make informed decisions, and turn long-term goals into measurable results.
A trusted advisor with a wide breadth of experience, Tenesha is known for translating complex financial concepts into practical, actionable insights. Her approach combines attentive listening, a clear understanding of each client’s goals, and strategic financial guidance that helps clients plan with intention, measure performance meaningfully, and build sustainable growth.
Background
A proud native of Columbus, Ohio, Tenesha has dedicated her career to accounting and finance. She holds associate degrees in Finance and Accounting, a bachelor’s degree in Finance, and a master’s degree in Taxation. Her professional journey began as a tax accountant serving small business owners, where she saw firsthand how often talented entrepreneurs needed clearer financial insight and stronger tools to support their growth.
Motivated to help close that gap, she founded Ncrease Financial Services to provide education-focused, strategically driven support to the business community. Today, that same client-focused philosophy informs her leadership at McConnell Jones. Tenesha is a member of the Ohio Society of CPAs, North Carolina Association of CPAs, and the American Institute of Certified Public Accountants (AICPA), and she serves as Vice President of the Columbus Chapter of NABA Inc. She also serves as Secretary/Treasurer of the Columbus-Franklin County Finance Authority, supporting its work to advance economic development and investment throughout Central Ohio.
Fun Fact
She believes life’s too short for boring hair, so she changes it often. You never know what color she’ll be rocking next!
Tenesha Hartgrove CPA, CFP, PFS, EA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Tenesha Hartgrove CPA, CFP, PFS, EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH
Address
81 Mill Street Suite 300
Gahanna, OH 43230
Lisa Stanford is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: NY
Address
81 Mill Street Suite 300
Gahanna, OH 43230
Licenses
- Series 24, 65, 66, 7
Expanding planning possibilities through collaborative knowledge and experience
Extended MCAP Team
By working alongside MCAP, Keisha can collaborate on advanced planning opportunities, explore multiple perspectives, and develop thoughtful solutions tailored to each client's goals. This partnership allows her to enhance the depth of her services while continuing to provide the personalized guidance and attention clients expect.
The Money Concepts Advanced Planning (MCAP) unit allows us to provide additional value to our clients through their knowledge in specialized areas, such as:
1031 Exchanges
Estate/Settlement Planning
Life Insurance
Business Continuation Planning
Other Advanced Financial Planning Strategies
Dive Into Keisha's Story!
Step into Keisha's world and explore a journey marked by resilience and a deep commitment to improving lives through financial guidance. From her early studies to her time in the Navy, Keisha's life took unexpected twists, ultimately leading her to the field of financial advising. Discover Keisha's story to understand why she has made it her mission to ensure that everyone has access to the financial guidance they deserve, regardless of their background.
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