
About Me
Xenia began her career in finance in 1997 after attending Wayne State University. She quickly realized her desire to help others and soon advanced to becoming a licensed financial specialist. After strengthening her knowledge in wealth management for over 25 years, she was excited to join Rochester Wealth Strategies with an experienced and motivated team that is committed to putting clients and the community first.
As an Accredited Wealth Management Advisor (AWMA®), Xenia specializes in advanced planning strategies to help clients navigate through retirement income, legacy enhancement, and tax mitigation. She has received numerous awards, including multiple years as a Five Star Wealth Manager. Most recently, Xenia obtained the Investment Adviser Certified Compliance Professional (IACCP®) designation; which is an incredible honor in our field as it is focused on helping our firm uphold some of the highest ethical and professional standards.
Xenia is grateful for the relationships she builds, celebrating wins and sharing in trials. She realizes that each client has a unique financial situation that requires an equally unique strategy to meet their goals. She works hard to understand every aspect of her clients’ financial picture to ensure that they do not suffer unintended financial consequences. Xenia feels that her greatest achievements have been when clients finally accomplish their objectives and the reassurance she has gained through client referrals.
Xenia is passionate about helping others, logging over 100 volunteer hours per year. She is active with her church, and proudly trained as a Stephen Minister. Xenia believes that early childhood education is critical and that it is important to keep children motivated.
Xenia resides in Clinton Township with her husband, two children, and their loving pets. Her family is involved in several sports and activities, but in her free time you will most likely find her spending time crafting, cooking, or creating science projects with her children. They also enjoys spending time at their cabin up north.