As President of Budnick Capital, my primary responsibility is to serve as a financial advisor to our clients, offering a comprehensive suite of financial products and concierge-level service. My focus is on medical and dental professionals, providing trusted guidance at every phase of their financial and professional lives, from residency to retirement. Just as expert physicians partner with specialists to deliver optimal patient care, I extend your access to expertise through a network of carefully selected specialists in taxation, specialized insurance, credit, and the law.
I offer customized, comprehensive, and collaborative financial planning services with the physician and dentist in mind. My goal is for clients to focus their passion and energy on their personal life, practice, and leisure, without the added burden of growing or protecting their wealth. We work together as partners: their role is to define their personal and professional goals, while my role is to help them define and implement a plan to achieve them.
I am a frequent speaker at residency programs, physician associations, and medical societies nationwide, discussing financial education for medical professionals. I reside in West Hartford, CT, and hold my Series 7, Series 66, and Life and Health registrations. As a Registered Representative and Financial Advisor of Osaic Wealth, Inc., I bring a wealth of knowledge to my clients. I graduated Cum Laude from Roger Williams University with a degree in Marketing and a concentration in International Studies. I have presented research on European Union economic policy at the Eastern Academy of Management International Conference in Amsterdam and studied at the Instituto Rucellai in Florence, Italy, and the Universidad Autónoma de Guadalajara in Mexico. While in Mexico, I tutored children from a local barrio and translated an education foundation website into English.
A native of South Windsor, I currently live in West Hartford, CT, with my spouse, Ieva, and our two children, Oliver and Lukas. In my free time, I enjoy playing tennis and golf and take on the challenge of maintaining a green and weed-free lawn.