I’m a fiduciary investment and financial planning advisor. Whether you’re preparing for retirement or already retired, I can help you to build and preserve your wealth and solve complex financial planning issues.
My approach to helping clients has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Kiplinger, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country. I’m also the author of the book “Life is Not a Rehearsal.”
I hold the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam, and hold an Insurance license.
I was born in Ukraine, and in April of 1994, my family and I emigrated to the United States. I started my career over two decades ago, working for one of the Fortune 500 companies, and several years later, I launched OCTO Capital.
When I’m not perfecting financial plans and investment strategies, you can find me with my wife and two sons (11 and 2 years old), at soccer games and on the tennis court, exploring art, reading, or just spending time together in our home in Franklin, Michigan.