AIF® // RFC®
Wealth Advisor // Founder
Welcome! I was born and grew up in Ukraine. In April of 1994, my family and I were granted refugee visas and with the help of JFS, emigrated to the United States. I started my career in the financial services in 1998 working for one of the largest Fortune 500 companies, and several years later, I launched OCTO Capital.
As a Fiduciary investment and financial planning professional, I am working with my clients, on the same side of the table. Helping clients to not only build and preserve their wealth, but also solve complex financial planning issues.
My approach to helping clients has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country. Along with being a contributor to Kiplinger.com, I am also the author of “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.
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.