Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Native of Ukraine, moved to USA in the fall of 2005. Graduated in 1999 from Open International University with B.S. in Business Management. I hold Champion of rhythmic gymnastic title in National Championship of Ukraine and professional dance.
In the past, as a small business owner, I acquired 7 years of experience as an accountant. It was then I realized the importance of proper financial planning. After moving 5000 miles away from home, I continued my life's journey in Aurora Ohio where I sought out new career opportunities and continued applying my previous experiences. My focus is to educate people on personal and financial planning to prepare them for success.
Very much enjoying salsa and bachata dancing with my husband Ken and our friends. In addition, we enjoy archery to practice for the hunting seasons. Personal fitness is a must on the daily basis as well as athletic activities like golfing and bicycling when the weather permits. I love bringing a European flavor to my new family and friends through gardening, cooking and baking.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies