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.”
As an experienced financial advisor, Anastasia is the lead advisor for many of our clients. Employing Grand Wealth’s two-advisor approach to client care, she also brings her valued perspective to other client relationships. Anastasia’s core strengths and interests include wealth advising for professionals, executives, and individuals in transition. She also focuses on company retirement plan investment management services, including 401(k) plans, cash balance plans, and ESOP Cash Accounts.
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. While pursuing her law degree at Valparaiso University, she focused her studies on tax, business and estate planning law. 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 is a member of the State Bar of Michigan, the Women’s Lawyers Association of Michigan, and the Grand Rapids Bar Association, and is a CERTIFIED FINANCIAL PLANNER™.
In and around the community, Anastasia serves on the boards of the Lake Michigan Estate Planning Council and the Spectrum Health Community Council. She is also a member of the Junior League of Grand Rapids and volunteers at several other community organizations focused around childhood health 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.
- Juris Doctor of Law, Valparaiso University
- Bachelor of Arts, Economics and Management, Albion College
- CERTIFIED FINANCIAL PLANNER™ professional
- State Bar of Michigan, 2013