Our Staff

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Yulia Sarviro

Insurance and Financial Services

Yulia's mission is to offer clients personalized services for their insurance and financial needs. She strives to provide peace of mind to clients, knowing that the risks they face are properly managed.

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Isaac Contreras

Insurance and Financial Services

Isaac specializes in Life Insurance and Retirement Planning. He is passionate about helping people create a plan so that they may enjoy their retirement without worrying about finances or their legacy.

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Anastasiya Rudenko

Executive Office Manager

As Executive Office Manager, Anastasiya ensures clear communication with clients along with support within office operations. She has the unique ability to focus on the details while still being able to see the bigger picture. Her well rounded experience and education makes Anastasiya an exceptional asset.

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Stephanie Anfinson

Marketing and Communications Director

She has a wide breadth of abilities, including marketing content creation, editing, promotional materials, public relations, and technical writing. Stephanie is passionate about clear and effective messaging and approaches tasks with creativity and ingenuity.

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Alexandra Ganapolskiy

Administrative Assistant / Receptionist

Alexandra is a valued member of our team because of her efficiency, resourcefulness and her drive to provide customer support. She works with our team to improve efficiency and organization, and prides herself on client satisfaction. 

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Sara Sobolevsky

Administrative Assistant / Receptionist

Sara brings her friendly enthusiasm to every interaction with each of our valued clients. Sara's attentiveness to client needs make her an exceptional member of our team.  

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Otto Bondar

Chief Officer of Morale

Otto provides joy, comfort and moral support to both staff and clients. 

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Ella Prizhbilov

Administrative Consultant

Ella is a highly organized administrator with over 17 years of experience. Her exceptional reliability, quick skill-building, and flawless customer relations savvy help the office to run successfully. Exceptionally skilled at team and project management, she pays attention to the smallest of details and overall execution.

Market Watch

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