I have dedicated my career to making a difference in people's financial lives. One of my biggest pleasures is helping my clients through life's most important, joyful and difficult moments. Whether that be transitioning to full-time or part-time retirement, sending children off to college, losing a loved one, planning wealth transfer or being introduced to recent college graduates in the family to talk about wise financial decision making when first entering the workforce. As a Merrill Financial Advisor, I serve as a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success.
My professional credentials and education history, as well as my commitment to further pursue learning, highlight my passion for the subject of finance and wealth management. Being an immigrant from Russia with no family close by, I know what it feels like to have to figure out a new system and learn to assimilate in a very short period of time. A lot of my clients are also immigrants and I am grateful for the opportunity to share my knowledge and experience as people face unknown's in various decision making throughout different life stages.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.