Octavian enjoys 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 and the planning that surrounds it.
Bachelor of Business Administration- Bethel College, Mishawaka, IN
Chartered Retirement Plans SpecialistSM
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary Designation – Fi360
Member, Bethel University Alumni Board
Octavian’s Words to Live By
Private victories precede public victories.