Partner with a team focused on YOU.
We have a nationwide practice and love that financial planning for our clients isn’t limited by location. We tend to make the biggest impact on individuals and families that are open to new ideas, coaching, and building a long-term relationship. They are people who value mutual respect, accountability, and transparent communication.
Who we often partner with:
- Driven female professionals in their 20s to late 50s
- Couples and families
- LGBTQ+, Immigrants, and Underserved Communities
- Individuals in the tech industry as our niche expertise is helping our clients understand RSUs, ISOs, NSOs and ESPPs and help them plan for the impact of taxation
- Medical Professionals - Doctors, Nurse Practitioners & Traveling Nurses, Physician Assistants, Orthopedic Surgeons
- Small Business Owners with 5-30 employees
Our Team
I’m blessed with a fantastic team, all ready to help you reach your financial goals with clarity and confidence.
Rosie Barr Brown
Associate Financial Advisor
Rosie joined Irina's team as an Associate Financial Representative in 2023. She is bi-racial (her mom is Korean, her dad is American) and her experiences growing up molded her to be inclusive, empathetic, and kind to others. She has a strong passion for financial inclusion and wants to make sure financial planning services are accessible to all people regardless of race, ethnicity, sexual orientation, gender identity, age, background, or status.
She works with clients to have healthy, empowering relationships with money. Rosie loves creating personalized plans for her clients and partnering in their progress towards their personal, professional, and financial goals.
Outside of work, she loves being outdoors and spending time with her friends, husband Dylan, son Oliver and Bernese Mountain Dog Clarence.
Credentials:
- Northwestern Mutual since 2020
- Licenses: Life & Health and Long-Term Care insurance
- FINRA Series 7, 63
- Graduate of Bucknell University, BSBA
Daniel McGrath
Director of Operations
Irina’s husband, Daniel, joined the firm during the pandemic. Daniel runs operations and he supports client servicing during the underwriting process for the firm including preparing plans and client communications. He has a degree in computer animation which allows him to design creative plans to meet our clients’ goals. His experience as a creative also allows him to uniquely understand the needs of our clients that also identify as creatives. Daniel prides himself in being very thoughtful, caring and an outside the box thinker. Outside of the office Daniel continues to create art and recently authored and illustrated a children’s book.
Credentials:
- Northwestern Mutual since 2020
- Graduate, Art Institute of San Francisco
Client Testimonial
I wasn't looking for an advisor, but when I met Irina it made sense to work with her. My business was just starting but she saw the potential. Our interests, values, and experiences as women, immigrants, and small business owners are aligned, which ensures my investments also reflect my values. Whether you are just getting started or massively affluent, Irina meets you where you are. Not only is she able to help me navigate business structures and tax questions, but she has also been extremely helpful in providing an outside perspective for future planning. Her voice and approach in a mostly white male-dominated industry is incredibly critical!