Our mission is to see the world through your eyes and provide you with personalized financial advice and an integrated suite of financial planning services to help you enjoy the best of life.
Anastasia has been in the financial industry for over 17 years. Anastasia’s knowledge of operational efficiency and dedication to provide high net worth clients with superior client experience makes her an invaluable member of the team. Anastasia has a wide variety of responsibilities, but her passion is in taking genuine care with each and every client to ensure they receive the highest level of service.
FINRA-Series 7 - General Securities Representative Examination
FINRA-Series 66 - Uniform Combined State Law Examination
FINRA- Series 9 & 10-General Securities Sales Supervisor
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