Sasha works with a broad range of individuals and families and those preparing for retirement, helping clients navigate retirement planning, tax-efficient planning, and comprehensive financial planning.

She takes a relationship-driven and detail-oriented approach to planning, with work that is intended to provide clarity, structure, and confidence throughout the planning process.

Sasha earned a Bachelor of Business Administration in Accounting from the University of Alaska Anchorage. Her background in wealth management and process-focused planning supports a thoughtful and client-centered approach to helping clients navigate important financial decisions.

Outside of work, Sasha enjoys ultrarunning, obstacle course racing, hiking, traveling, and spending time outdoors with family and pets.

Serving clients throughout the Tri-Cities region, including Johnson City, Kingsport, Bristol, and surrounding communities across Northeast Tennessee and nearby areas along the Virginia border.