Advisor profile


Why, Guiding Principles and Credo

Our Why

Inspire Confidence. Simplify Life. Reduce Stress.

Our Guiding Principles

  • Clients Come First
  • Family-Focused
  • Integrity Always
  • Excellence through Leadership and Teamwork
  • Pursue Life Balance

Our Credo

Inspire Confidence Group works to inspire a more confident future for clients through a collaborative advisory experience. Integrity and our clients’ interests are our highest mission.

We create a family-focused client experience aimed to simplify life and reduce stress for our clients and team members alike. We strive for excellence through leadership and teamwork.

Inspire Confidence Group pursues life balance while making a positive impact in the communities where we live.

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Small Business
  • Employee Stock Options

Qualifications

  • CFP® or CERTIFIED FINANCIAL PLANNER® certification
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CEPA® Certified Exit Planning Advisor®
  • Chartered Retirement Planning Counselor SM
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • MBA, Univerzitet u Sarajevu
  • B.S. in Business Administration, Univerzitet u Sarajevu

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Inspire Confidence Group, Albany Business Review Best Places to Work, 2024
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2024
  • Forbes Best-in-State Wealth Advisors, 2021-2025
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2024-2025
  • Ameriprise Circle of Success Hall of Fame, 2023
  • Ameriprise Circle of Success, 2004-2024
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2024
  • Ameriprise Diamond Ring Award, 2015

Professional associations

  • Million Dollar Round Table
  • Financial Planning Association

Community participation

Junior Achievement Executive Board Member

Fundraiser for Regional Food Bank of Northeastern New York

Albany Ride for Missing Children Support Driver and Fundraiser

Interests

My Core Values are: Freedom, Family, Leadership, Integrity & Health

  • My wife, Laura and our children, Oscar, Stella & Kosta are the biggest blessings in my life.
  • Leadership training and development is my passion.
  • First generation immigrant from Bosnia.
  • I played rugby and I am a huge New Zealand All Blacks fan!
  • I had my first professional acting role at the age of 12 and I am a lover & supporter of Theatre and Performing Arts.
  • To relax I listen to Classical/Jazz music.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.