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 client care to her existing relationships, while positioning her to serve a growing client base.
“I met the Grand Wealth team back in 2013, and we hit it off right away. We shared a common desire to work directly with people to make a positive impact in their lives. It ultimately made sense to combine my legal and financial background with the diverse strengths of my Grand Wealth advisor colleagues, to form a unique professional team.”
Anastasia is an experienced financial advisor and a CERTIFIED FINANCIAL PLANNER™. Anastasia’s core strengths and interests include wealth advising for professionals, executives, and women. She also advises and manages our corporate retirement plans and institutional relationships as well.
Immediately before joining Grand Wealth, Anastasia owned her own wealth advisory firm; before that, she was an executive and wealth advisor at two other local wealth management firms. 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.
In and around the community, Anastasia serves on the communication board for Early Learning Neighborhood Collaborative and is a mentor to women and girls through her church. She is also a member of the West Michigan Estate Planning Council and volunteers at several other community organizations focused around childhood health, education and well-being.
Anastasia also reserves time for her family and a number of personal interests. She and her husband (also a local attorney) have two young daughters who keep them quite busy. As a family, they enjoy hiking, spending time with friends, and taking part in the vibrant Grand Rapids community.