Octavian loves utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation.
Octavian’s Words to Live By
Private victories precede public victories.
Outside of working at SYM, Octavian enjoys watching sports, reading, playing pick-up soccer, spending time with family and friends and Taco Tuesdays with wife Kelly. He is currently dedicated to earning his CFP® designation.