Polina joined us in 2021 with 13 years of experience in the financial services industry. She works in a dual advisor and client servicing role, partnering closely with clients and advisors to help deliver clear, well coordinated investment planning.

As leader of the planning team, Polina oversees planning strategy. She also trains and supports advisors to help ensure consistent, high quality outcomes for clients. Polina manages relationships for some of our most complex clients and collaborates closely across teams to create a seamless, customized client experience. She also acts as a liaison among attorneys, CPAs, and other specialists, working with experts across disciplines to help support truly holistic planning.

Polina holds a Bachelor of Science in Business Administration from the University of Pittsburgh, with concentrations in Finance and International Business. She also holds her FINRA Series 6, 7, 63, and 65 securities registrations as well as life insurance licenses.

Born in Ukraine and raised in Pittsburgh, Polina proudly considers herself a forever “Yinzer.” She now lives in Powell, Ohio, with her husband, Michael, and their children, Gabriel and Karina. Outside of work, she enjoys Lagree fitness, reading, traveling, supporting local breweries, and staying active with her family.