Basia (pronounced Basha) oversees all internal operations of the firm. She issues client checks, coordinates appointments, and manages the logistics of the office.
Basia graduated from Copernicus University in Poland, and she brings an extensive background in the financial services industry to our firm. Most recently, she worked directly with clients and provided customer support as a relationship banker with the National Bank of Indianapolis. She was also the manager of customer service for a large, closely held company in Indianapolis, where she served as the primary contact for key customers and large distributors. Her critical contributions to these companies translate into keeping Goldstein Group Financial Advisors organized and running smoothly.
In her free time, she enjoys traveling, reading, outdoor activities, and attending Colts and Pacers games with her husband, Dan.