Contact detailsPhone: 720.275.8789
Branch Office: Englewood, CO
For over 25 years I have worked with ultra high net-worth families, company owners and non-profit organizations. I have experience in real estate, banking, lending and wealth management through the U.S. Bank, Colorado State Bank & Trust, Bank of America and Merrill Lynch. I specialize in trust & estate planning, marital asset analysis & division, and sudden wealth
I am a personal investment advisor and hold certificates in Financial Markets through Yale University, Economics and Money Banking through Columbia University and Economic Policymaking through IE Business School in Spain. I am a member of American Economic Association.
Fluent in Georgian, Russian and English, I have studied Hungarian, French and Italian languages.
My husband, Bika, is a local artist creating images of Denver’s old neighborhoods. Our son, George is currently a college student majoring in Chemistry.
I commit to my clients:
2. Balanced approach to wealth & life
3. Financial planning with financial stability in mind
4. Work with clients to achieve an established and continuous standard of living, peace of mind and financial well-being.