Making the complex simple
Anastasia’s core talent lies in balancing pragmatism and heart in complex situations. A CERTIFIED FINANCIAL PLANNER™, she develops, implements, and manages custom-tailored financial and investment solutions for executives and professionals.
A champion of women succeeding in the industry in client-facing roles, Anastasia is a vital member of Grand Wealth’s leadership team. She is dedicated to smart wealth management and ensures her client’s employer properly coordinates sponsored compensation, stock awards, and benefits packages with personal assets and aspirations.
A history of leadership
In 2018, Anastasia joined Grand Wealth Management after having managed her own independent advisory firm. The alliance appealed to her as an ideal solution for delivering new levels of sophisticated client solutions to her existing relationships, while positioning her to serve a growing client base. Anastasia also joined Grand Wealth Management because of its collaborative, team-based environment and commitment to excellence at every level.
She obtained her undergraduate degree from the honors business program at Albion College, where she majored in economics with a focus in finance and accounting. She also graduated from Valparaiso University School of Law and is a member of the State Bar of Michigan, the Women’s Lawyers Association of Michigan, and the Grand Rapids Bar Association.
Pairing unwavering dedication with a flexible approach
Anastasia relishes the growth and mastery opportunities offered in the complexities of an ever-changing landscape of financial planning. “In this industry, regulations frequently change,” she shares. “As such, I continually develop my professional skills and strategies.” Her clients’ personal and professional lives are also in constant flux, offering moments for fresh evaluations and updated approaches to fit each new phase.
“I treasure the relationships I have with my clients. They trust me and allow me into a very sacred part of their families’ lives. I don't take that lightly,” shares Anastasia. “I know my clients. I know their values. I know what they want to achieve and I'm determined to help them achieve it with efficiency and heart.”
Anastasia’s balanced approach offers her clients efficient, adaptable solutions for long-term growth. A mother, community member, and tulip enthusiast with over 250 of the flowers in her yard, this experienced advisor knows that smart growth strategies help tulips — and clients — bloom year after year.