Ivana is the founding member of our firm, bringing over 30 years of experience in financial planning, tax, and investment advisory services. She holds a degree from Washington & Jefferson College and is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP®), and a registered Investment Advisory Representative.
Ivana began her career in downtown Pittsburgh in 1983, and in 1989 she established her firm to better serve her clients’ needs while allowing greater flexibility for her family. Initially working from her home office in Southpointe, Ivana grew the practice steadily, and the increasing demand for personalized financial planning led her to relocate to the firm’s current office in McMurray, PA.
Recognizing that many financial planners lack a tax background, Ivana has always kept tax considerations at the forefront of financial planning, ensuring clients receive comprehensive strategies that integrate investments, savings, and long-term financial goals. With knowledge and experience in both tax and financial planning, Ivana offers a unique advantage to her clients. One of her greatest joys has been guiding families through different stages of life, helping them save for college, invest for the future, and ultimately live comfortably in retirement.
Ivana has built her practice on a foundation of Christian faith, family values, and an unwavering commitment to her clients’ best interests. She has helped countless individuals, families, and businesses navigate complex financial and tax matters with care and integrity.
Beyond her professional work, Ivana is an active member of the Washington County Community Foundation, supporting initiatives that improve the quality of life in the region through philanthropy. She also volunteers her time with CASA (Court Appointed Special Advocate), supporting kids in need through advocacy and guidance. Ivana enjoys spending time with her family, especially her grandchildren, traveling, being outdoors, and bike riding.