I measure my success by my ability to positively impact those with whom I come in contact, both personally and professionally.
My calling in the financial services industry has developed over many years of seeing people financially disorganized and implementing unsatisfactory financial recommendations.
Before joining WestPac Wealth Partners, I was an officer with the International Banking Division of Pacific Western Bank where I spent eight years in Commercial Lending, Trade Finance and Currency Exchange Trading.
Today, my team is made up of professionals who specialize with closely held business owners, medical professionals and executives.
We work with clients to develop customized financial strategies that align their vision and goals. I’ m passionate about helping my clients, and their families, enjoy the life they want for generations to come.
My goal is to make sure you understand your financial potential and that you feel empowered with your decisions.
Originally from Belgrade, Serbia, I lived and studied in Greece, Hungary and Spain. I can’t help but believe in constant education and learning. Currently, I hold a B.A. in Political Science from The State University of New York at Buffalo and an M.B.A. in International Business from Webster University. I am affiliated with several local professional and nonprofit organizations serving on their respective boards to positively impact our community.
I hold a position of Adjunct Professor at University of Saint Katherine in San Marcos California where I teach undergraduate courses in areas of Finance and Business Management.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0I74384 | 2023-163700 Exp. 10/25