Serina is an Associate Director, Wealth Advisor at Cresset, where she partners with high-net-worth individuals and families to translate complex financial lives into sophisticated, long-term wealth strategies. Her approach is grounded in thoughtful analysis, disciplined execution, and a commitment to helping clients navigate intricate financial decisions with clarity, confidence, and purpose.
Prior to joining Cresset, Serina built a strong foundation in client service and wealth planning at Berman Capital Advisors, where she advanced from Client Services Associate to Associate Wealth Advisor. In these roles, she supported complex client relationships and developed deep experience addressing day-to-day client needs alongside comprehensive wealth planning. Earlier in her career, Serina worked at Forge Consulting, a settlement planning firm in Atlanta, where she supported injured plaintiffs and their families through insurance, trust, and wealth management solutions.
Serina graduated from Binghamton University in New York. She obtained the CERTIFIED FINANCIAL PLANNER® designation in 2018 after completing the required coursework at the University of Georgia’s Terry College of Business.
Serina lives in the Atlanta area with her husband and their two daughters. Outside of work, she is actively involved at St. Mark ATL, enjoys hot yoga, and cheers on the Georgia Tech Yellow Jackets. She is passionate about advancing financial literacy and volunteers her time supporting educational initiatives within the community.