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 – Senior Account Manager
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
Edward – Senior Advisor
Edward has been an active real estate investor for over 30 years. He utilizes his investment experience to help clients maximize their gains from real estate or other non-traditional investments.
As a managing partner of Prudent Consulting, he has the opportunity to increase awareness of the incredible advantages of using a self-directed Solo 401k… more
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
Vanessa – Account Manager
As an Account Manager, Vanessa assists clients in the establishment of Solo 401k retirement accounts with Checkbook Control, from setting up the plan documents to providing exceptional services to ensure plan compliance. She enjoys working with clients on a daily basis to address their questions and concerns. Her mission is to become a reliable and helpful resource to her clients on the subject of self-directed retirement planning and to contribute to the client’s goals and success, while upholding the highest standards of service quality and business integrity.
Hannah – Client Relations Associate
As the Client Relations Associate, Hannah’s responsibility is to work with potential clients and provide exceptional support throughout the process of setting up a self-directed retirement account. Her job is to ensure client’s satisfaction by establishing rapport, showing empathy, and emphasizing excellent customer service… more