Financial Advisor
.Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
I learned early that hard work alone doesn’t guarantee security.
I grew up in Montenegro, where my family did everything right—worked hard, lived simply, and trusted that the future would take care of itself. Until it didn’t. When I was young, my father became suddenly disabled, and overnight our stability disappeared. There was no financial plan, no safety net, and no clear path forward—only uncertainty.
That experience changed how I see money and planning. I didn’t become a financial planner to create projections—I did it so people wouldn’t have to face life‑altering moments unprepared.
Today, I work with individuals and couples nearing or in retirement, helping them identify blind spots, plan for the unexpected, and build real confidence in their financial future. Because peace of mind doesn’t come from hoping things work out—it comes from knowing you have a plan when they don’t.
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Securities Agent State Law Exam
- Life and Health Insurance Licenses
- Bachelor of Arts in Economics, University of Montenegro
- Bachelors of Economics, University of Montenegro, School of Economics
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Alabama
- Indiana
- Kentucky
- Ohio
- Washington
Insights
Pickleball for a Cause: The Big Dill
Join the Rooted Financial Advisors team on Saturday, November 14, 2026, at The Pickle Lodge from 12:00-3:00 PM. Come prepared for fun competition, meet our Financial Advisors, Mark and Tatjana, and have the pleasure of making new friends and connections with local not-for-profit representatives!
This event is designed to be a fun, no-pressure, gathering bringing together like minds and interested individuals.
Concession food and drinks will be provided. Arrival starting at 11:30 AM.
RSVP by calling 859-667-1189 or emailing RootedFinancialAdvisors@Thrivent.com - and indicate number of individuals attending.
Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Office location
Cincinnati Location
3825 Edwards Road Suite 208
Cincinnati, OH 45209
Phone513-485-8763HoursCincinnati, OH 45209
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations