Being a goal-oriented and organized person, I enjoy having a plan in place and achieving goals. Working at Budros, Ruhlin & Roe, Inc. provides me with the ability to help others plan for their future and achieve their own goals. I find security in having a plan and I believe that others benefit, at some level, by having a plan in place as well.
My parents immigrated to the United States from Russia when I was four years old. I grew up in Brooklyn, New York. Starting at the age of six, I began playing tennis competitively which is how I ended up in Columbus, Ohio -- I earned a scholarship to The Ohio State University. While at Ohio State, I received the Ohio State Scholar-Athlete award all four years, as well as being named Academic All-Big Ten. I also met my husband while attending Ohio State which was a contributing factor to me staying in Columbus, along with falling in love with the city.
I joined Budros, Ruhlin & Roe, Inc. as an intern in March 2008 and was hired a few months later upon graduation. After a few years of learning the industry, I decided that I really enjoyed the field and was going to make it my career. I decided to go back to school for my masters degree while still working at BRR. I chose a program that was focused heavily on investing and graduated cum laude from Ohio University with a Masters in Financial Economics.
Over the years working for Budros, Ruhlin & Roe, the part that has been the most rewarding for me is the relationships that I have built with clients outside of managing their portfolios. I have also realized that this personal relationship you build is very important, because you have a better understanding of the client’s emotional needs as well as their investment needs. Both are very crucial to creating an investment plan that is appropriate for the client, not to mention, it is fun to live through exciting times like weddings and births but also to be there for someone in their time of need.
In January 2015, I had a baby girl which has changed my life completely. She has been the missing piece in my life. My family and I live in Bexley, Ohio. We enjoy traveling, going for walks and volunteering in the community.