Our Team:
Dmitriy – President
Dmitriy began his career in financial planning and real estate investing in 2000. He owns multiple investment properties in various states and is a licensed California Real Estate Broker.
Over the years, he has instructed hundreds of investment and financial planning seminars and has mentored thousands of investors… more
Minna – Director of Accounts
Minna directs the processing of qualified retirement plans at Sense Financial. She oversees the establishment of various retirement accounts, ensuring compliance and excellence at every step.
Minna’s role is assisting and partnering with Sense Financial clients in the creation of their self-directed retirement accounts with checkbook control… more
Brett – Solo 401k Consultant
Brett has been an active real estate investor for over 18 years. He utilizes his investment experience to help clients maximize their gains from real estate or other non-traditional investments. His passion lies in empowering professionals to attain financial independence, and affording them the possibility of an early retirement.
Natalie – Administrative Assistant
Natalie facilitates our education efforts, including our webinars and live Q&As. She provides assistance to current and prospective clients of Sense Financial.
As an Administrative Assistant, Natalie also works on our website and email campaigns, ensuring that clients are up to date with current information regarding their retirement accounts. Her goal is to strengthen client experience and education so they are equipped to direct their own retirement accounts.
Maria – Client Communications Manager
Maria ensures customer satisfaction by providing exceptional service to current and prospective clients.
Her job is to initiate and maintain contact with existing and potential clients, providing them with updates on events, opportunities, and orders… more
What our Clients are Saying:
In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend Sense Financial – you will not be disappointed!
Ben D. – Spokane, WA
Sense Financial made the entire process extremely easy and they have been very responsive. I’ve recommended them to many people already.
Michael L. – Humble, TX
Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k). Dmitriy handled it smoothly and confidently…
Mindy Jensen – Longmont, CO
BiggerPockets Community Manager