Designations and Licenses

Sanja is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Sanja provides customized wealth management and investment strategies to help high-net-worth individuals, families, business owners, foundations and entrepreneurs reach their goals. She has a background in global capital markets including asset allocation development, security selection, portfolio optimization and risk management and also supports the firm as a senior investment strategist.She has been involved in developing and managing the firm’s investment offerings and serves on the investment committee.

Prior to joining the firm, Sanja was vice president of UMB Asset Management where she was responsible for building and overseeing the bank’s investment platform. She also performed strategic and tactical asset allocation research and strategy development for the asset management division of UMB Bank.

Sanja has a bachelor’s degree from Northeastern Oklahoma State University and an MBA with concentrations in finance and management from Rockhurst University.

Personal Interests

Sanja has served as a member of Rockhurst University Leadership Advisory board and the Mariner Foundation board.