My mission is to help business owners, professionals and families achieve financial balance by solving their financial concerns. The most precious complement I receive from my clients is that I provide them with confidence in knowing that they do not have to worry about their financial world.
After a successful career in the high-tech industry, in which I earned multiple service awards for managing numerous Premium Service Agreements for Fortune 500 Clients while delivering consistent client satisfaction, I decided it was time for a new challenge.
In 2010, I retired from IBM and joined Wellesley Financial Group (now merged with The Bulfinch Group effective January 2016). Throughout my professional experience, I realized that my passions and strengths lay in fostering interpersonal relationships, driving projects to conclusion, and resolving critical issues. With this realization, I turned my focus on meeting the advanced, unique financial planning needs of business owners, professionals, and their families. To ensure success in my new endeavor, and to better serve my clients, I have earned my Chartered Financial Consultant® (ChFC®) designation.
A first-generation immigrant, I came to the U.S. from Russia in 1979 with my husband Edward, son Max and our parents. Having traveled the world, I created my little sanctuary by the ocean in our summer home on Cape Cod. Being true to my roots, I enjoy the colder climate by downhill and cross-country skiing.
I have a passion for helping women achieve their financial independence. As a volunteer, I became a “founding mother” of the Women of the World (WOW) club based in Lexington, MA; and am a member of the Family of Women, an organization focusing on supporting and helping women build healthy relationships.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.