Roza joined Silver Penny in 2018 and works closely with Charlotte and their clients to create, prepare, implement, and review a client's financial plan. She is passionate about providing outstanding service to all clients and is known for being very approachable, with a pleasant attitude.
Roza has worked in financial services since 2012, when she started working for GEICO as an Insurance agent. During her time with GEICO, she achieved several promotions including being a Sales Coach and Sales supervisor.
Roza has acquired her Series 7 and Series 65 registration, and is in pursuit of her Series 63 registration.All licenses held with LPL Financial.
Roza is a first-generation immigrant from Kazakhstan and is one of ten children in her family. She was raised in central NY and in mid-2017 relocated to metro Atlanta. In her free time, she enjoys road trips, traveling, hiking, escaping to the beach and being with family.