Alona holds a master’s degree in mathematics and has long been passionate about finance and financial markets, which led her to pursue a career in this dynamic field. She graduated from Kharkiv Polytechnical University in Ukraine and later earned an accounting degree from Nashville State Community College.
With five years of experience at a large asset management firm specializing in derivatives compliance and reconciliation, Alona now focuses on helping private clients achieve their financial goals and navigate market cycles. She embraces technology to gain broader insights and identify timely opportunities, while excelling at simplifying tasks and streamlining processes to meet the needs of both internal and external stakeholders.
Alona brings deep knowledge of investment products and strategies, backed by her Series 7 and Series 63 licenses. In addition, she has successfully completed advanced, specialized training in business exit planning, equipping her to help business owners align personal and financial goals while maximizing the transferable value of their businesses. Her thoughtful approach and attention to detail consistently enhance the client experience, helping individuals feel confident and supported in their financial journey.
Outside of work, Alona enjoys weekly horseback riding lessons at Farview Farm and practices yoga regularly to stay focused and grounded.
