As a Client Advisor, Gosia is one of the leaders on our planning team assisting in the analysis, research and production of financial planning reports. She works closely with partners and senior client advisors in preparing agendas for client meetings. Gosia started with WMS Partners as an intern in the firm’s investment department.
Gosia has a Bachelor of Science degree from the Johns Hopkins Carey Business School, graduating in the top ten of her class. Gosia was awarded the David M. King Merit Scholarship from the College for Financial Planning and earned her Certified Financial Planner certification in March 2016.
Teamwork. I started working at WMS while still in Business School. My colleagues taught me a lot about the industry and challenged me to think on the spot. I learned new concepts through working on projects with my more experienced colleagues who gave me a chance to prove myself.
In July 2016, my husband, stepdaughter and I went on a family trip to Poland and Egypt. We were both very happy to share the history of our countries with one another, but most importantly, we were able to meet each other’s extended family in person. This unforgettable experience will stay with us forever.
Spending quality time with my family is very important to me. My weekends are filled with lots of play time with my newborn baby boy Remi and my 10 year old stepdaughter Nebila. My husband and I are very fortunate to have such great children.
We take pride in sharing the same values as our clientsCustom investment portfolios with a strategic outlook