About Me

Boris has a decade of experience in financial services and specializes in advising clients on investment strategy, structuring, and intergenerational wealth transfer. His combination of technical expertise, community involvement, and mentoring contributes to his ability to deliver comprehensive, values-driven advice.

Boris works closely with individuals, families, and business owners to develop tailored strategies that align with their long-term goals. Ultimately, Boris strives to be a trusted partner—someone clients can rely on to guide them to navigate complex financial landscapes with clarity and confidence and through key financial decisions at every stage of life. Drawn to financial planning from a desire to help people make confident and informed decisions, he aims to empower clients with tailored strategies that align with their goals and values.