I am on a mission to help people maximize the lasting impact of their legacy by protecting and transferring assets to heirs and charitable organizations in a tax-efficient manner.

 

My journey began in 2012, when my wife and I moved to the U.S. and I decided to continue to pursue a career in finance. During my job search, I realized that methods and techniques used by other financial planning firms are not aligned with my values. So, I decided to start Lestna Retirement and offer financial advice and guidance to people regardless of how much money they have. It is my believe that the foundation of long-term financial success begins with making the right financial decisions as early as possible.

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As I continue to evolve as a professional, I decided to get a deeper knowledge in the area of estate planning and intergenerational asset transfers and become a liaison between the nonprofit organization and its supporters. My objective was, and remains now, to show nonprofit leaders and supporters that by utilizing tax-efficient financial and wealth transfer strategies they can expand the outreach of their legacy not only to heirs, but also to their favorite charities.