Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner and Certified Divorce Financial Analyst, she specializes in providing clients with comprehensive financial planning and assisting individuals who are going through divorce.

She has over five years of experience in the industry and is an active member of the Maryland Chapter of the Financial Planning Association.

Previous Experience

  • Nexit Strategist and Financial Resident at StratWealth
  • Financial Advisor at AXA Advisors
  • Account Manager at Gene Dvorkin Insurance

Education & Credentials

  • BS, Northeastern University, Finance and Accounting Management, minor in IT
  • Certified Financial Planner (CFP®)
  • Certified Divorce Financial Analyst (CDFA®)
  • Accredited Investment Fiduciary (AIF®)

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.