Investment Advisor, Insurance Advisor

My job is to assist clients in achieving both their long and short term financial goals. I recognize that clients in different stages of their lives have different goals and risk tolerances. I take the objectives of every client into account and design a portfolio of investments specifically for them. I meet regularly with my clients to review their goals as well as to ensure that their investment portfolio is performing.

Building financial assets is one part of my job while another equally important part of my approach is to ensure that clients have adequate protection in place should they become disabled or critically ill. I consider a well thought out estate plan a must for those interested in passing on a legacy in the most tax efficient manner possible.

I recognize that every client's situation is unique, and I pride myself on designing a plan that is custom tailored to their specific situation.

Prior to becoming an Investment Advisor I was the Director of Technology with Liquid Capital Corp.  Preceding that, I worked with a variety of technology and biotechnology companies. Before entering the corporate world I spent seven years working at Universities of Belgrade and Malta.

I hold BSc (Hons) in Physics from the University of Belgrade, Serbia (4 years full time), PhD in Information Technologies from the University of Milan, Italy (4 years full time), and MBA degree from Newport University, UK (3 years part-time).

I strive to provide a full-service, wealth management practice delivering strategies and opportunities to help my clients grow, protect and transfer their wealth