As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2006. I help clients succeed by truly taking the time to understand their family dynamics and their unique vision and goals for financial success. My team and I assist clients no matter what stage of their financial roadmap they are at. Whether they are just building their wealth, preserving wealth or passing it to future generations, my team and I are very detail-oriented and we focus on both sides of the clients' balance sheet coupled with estate and insurance planning to ensure they are set up for success.
I live in Carlstadt, and serve clients in New York, New Jersey and Connecticut. I am fluent in Serbian, Bosnian and Croatian. I enjoy spending time with my husband,Denis, and my family. I also like cycling, reformer Pilates and volunteering for causes and organizations that support children, elderly and animals.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.