Irina brings to the firm, 20+ years of experience as a an Investment Advisor Representative and Certified Financial Fiduciary® (CFF). She serves as Vice President of Diversified Wealth Strategies and she is also a registered CTSTM (Certified Tax Specialist)
As a Financial Advisor and an Investment Advisor Representative, Irina provides customized client investment strategies and independent financial services to her clients. She has helped hundreds of families accomplish their financial goals. Irina believes her experience and expertise in the financial services, with the highest standards of integrity, are the fundamental keys to her success. By building long-term relationships with her clients, she creates a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as intimidating. By combining tax planning with financial planning, Irina helps clients understand and implement most tax efficient strategies to achieve their financial goals.
Irina's services at Diversified Wealth Strategies include:
- 401k plans
- Life and health insurance
- 529 plans
- Mutual Funds
- Medicare supplements
- Retirement Planning
- Securities, Bonds, and Fee Based Investments
“For my clients, my goal is to help them achieve their financial goals and be there for them whatever life stages they are going through. By doing both, tax and financial planning, I can help them to keep more of their money and pay less in taxes.”
On a personal note, Irina likes to read; enjoys gardening, hiking, fishing and boating with her husband. They spend weekends in their lake home in Three Lakes, WI. She also has a sweet German Shorthair Pointer dog named Oscar that she likes to take for walks. Family is the most precious thing to Irina as she enjoys spending time with her daughter Lexie and her son-in-law Tom, as often as possible.