Yana became a member of Waypoint Wealth Counsel in 2023, taking on the role of Client Service Manager. In addition to assisting in the day-to-day operations of the firm, Yana’s primary focus is to enhance the client experience and address their complex financial needs.
Prior to joining Waypoint, Yana served as a Client Service and Operations Senior at Diversified Trust for nearly five years. Yana relocated to Atlanta from Ukraine in 1994 and holds a bachelor’s degree in criminal justice with a minor in forensics from Kennesaw State University. She resides in Alpharetta with her husband, Kevin, and their four children. Outside of work, Yana enjoys traveling, cooking, and spending quality time with her family.