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 various self-directed retirement accounts at Sense Financial. She partners with clients to establish their accounts, ensuring compliance and excellence at every step. She also coordinates client education, equipping clients to manage and direct their accounts.
Minna enjoys working with clients from various backgrounds, experiences, and goals and strives to ensure that each client’s goals are met through our services. She values excellence and integrity in her dealings with clients.
Brett – SD IRA / 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 is empowering professionals to attain financial independence and affording them the possibility of an early retirement.
Natalie – Account Manager
Natalie handles the establishment of qualified retirement plans. She also facilitates our education efforts, including webinars and live Q&As. Her responsibilities include managing our website, email campaigns and 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 client satisfaction by providing exceptional service to current and prospective clients. Her job is to initiate and maintain contact, providing clients with updates on events, opportunities, and orders. Her responsibilities also include managing client information in an organized and efficient manner. She is very passionate about customer service.
Lia – Administrative Assistant
Lia assists prospective clients of Sense Financial, building engagement through our emails, promotional content, and webinars. She reaches out to those who are interested in our services and ensures that each need is met with timely and relevant information.
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
