CFA®, CDFA® Private Wealth Advisor, Divorce & Investment Strategist
Hometown: Yalta, Ukraine
What quality of yours makes you best suited to do what you do?
As a financial education enthusiast, I will empower you to make good decisions with simple clear explanations of your solution options.
As a divorced mom, I know how challenging it is to navigate through transition; I will serve you with the most compassionate financial guidance.
How should people think about their wealth?
Wealth empowers you to do what you want with who you love. Dream big, plan well, manage risk, and repeat.
Favorite Quote or Personal motto
“The most important investment you can make is in yourself” – Warren Buffett
How do you spend your time outside of work?
I love playing football/hockey/soccer with my sons, working out with my girlfriends, skiing out West, and exploring new wine countries.
What accomplishments are you most proud of?
I feel most proud and accomplished every time I hear the sweet sound of one of my son’s voices saying, “mommy, I’m happy.”
Education, Licenses, and Affiliations:
- University of Virginia – BA in Economics
- Certified Divorce Financial Analyst®
- Chartered Financial Analyst®
- Member of the Institute for Divorce Financial Analysts
- Investment advisor representative of Triad Hybrid Solutions
In the News: