Boba brings many years of experience in the financial industry and has built a distinguished wealth management practice grounded in delivering exceptional client service. Known for a thoughtful, client-first approach, Boba works closely with individuals and families to help navigate complex financial landscapes and build tailored strategies that align with their goals.
Originally from Serbia, Boba is fluent in four languages and holds a degree in Economics from the University of Novi Sad. This global perspective enriches her ability to serve a diverse clientele with insight and care.
Outside the office, Boba enjoys horseback riding competitions, traveling, and spending time with friends and colleagues. Her infectious energy and warm demeanor help foster lasting relationships and a collaborative, positive environment both within and beyond the workplace.
Services Include
- Estate Planning Strategies
- Trust Services
- Asset Management
- Annuities
- Financial Planning
- Wealth Management
- Wealth Planning
- Business Planning
Securities Agent: OR, IN, MI, LA, IL, VA, NJ, DC, NY, WV, TN, NV, NC, TX, MA, DE, AZ, CA, AR, ID, IA, SC, OH, MD, FL, WI, PA; General Securities Representative; Investment Advisor Representative