Anastasiia is an associate wealth advisor at Allodium. She transitioned into financial planning after three years in education, where she developed a passion for helping others feel informed and supported when navigating complex decisions. She now brings that same educator’s mindset to financial planning, striving to make financial concepts approachable and helping clients feel more comfortable and empowered in their financial lives.

Anastasiia graduated from Carleton College in 2022 with a bachelor’s degree in psychology and a minor in Russian language and literature. She has completed her CFP^® coursework and is currently preparing to sit for the CFP^® exam. Drawing on her background in psychology, she has a strong interest in behavioral finance and how emotions, habits, family dynamics, and personal experiences influence financial decisions. She enjoys helping clients align their financial choices with their values and long-term goals.

She is a member of NAPFA, the National Association of Personal Financial Advisors, a professional association of fee-only fiduciary advisors committed to high standards of professional competency and client-centered planning.

Originally from Ukraine, Anastasiia immigrated to the United States in 2015. Adapting to a new country and culture strengthened her resilience and reinforced her appreciation for thoughtful, long-term planning. Outside of work, she enjoys exploring new restaurants, taking long walks with her husband, Art, and climbing at local bouldering gyms. She also writes fictional short stories in Russian and visits her mother in Lisbon, Portugal, whenever she can.