Building relationships, not just portfolios.

A person in a black hoodie holding a map and looking at a distant forested valley.

Your life. Your goals. Our expertise

We get it – financial stuff can feel complicated. That's why we're all about making it clear, approachable, and, dare we say, even enjoyable. 

We take the time to really get to know you – your dreams, your worries, even those bucket-list items you've been putting off. From there, we work together to build a personalized financial plan, managing your investments in a way that supports your unique goals and gives you confidence in your financial future.

In a world of robo-advisors and 1-800 numbers, it's easy to feel like just another account. But we believe that true financial success starts with a personal connection. 

Meet the team

Remember those old-school family doctors? The ones who knew your name, your history, and truly cared about your well-being? That's the kind of relationship we aim to build. We're a boutique financial advising team, not a faceless corporation. We're not interested in being the biggest; we're dedicated to being the best for our clients.

  • A woman with long dark hair wearing a black short-sleeved shirt, standing outdoors with trees and buildings in the background, smiling at the camera.

    Olga Garton, BFA

    FINANCIAL ADVISOR

    Olga Garton is a financial advisor who draws on her background in economics, a behavioral finance designation, and a relaxed, personable approach to help clients develop financial plans and manage their assets.

  • A young woman with long dark hair in a ponytail, smiling outdoors. She is wearing a maroon blazer over a black top, gold necklace, and stands in front of trees and a building.

    Anya Vasilenko

    OFFICE MANAGER

    Anya Vasilenko is the star of our office, meticulously handling every client service task from start to finish. She ensures all items are submitted and completed, serving as the unwavering foundation that guarantees we keep our promises.

  • Smiling man wearing a black, pinstripe button-up shirt and a white undershirt outdoors with trees and a building in the background.

    Alex Vasilenko

    ADMINISTRATIVE ASSISTANT

    Alex Vasilenko is our administrative assistant, coordinating meeting schedules, supporting Anya with client service tasks, and helping Olga develop strategies for clients.

What does Aptos mean to us?

In the Ohlone language, Aptos means “the people” and “where two rivers meet.” We chose this name to honor both our unwavering dedication to serving our community and our deep connection to our hometown of Sacramento, where two rivers also converge. As a family financial planning team, we believe in forging personal relationships with our clients—investing in them as they invest and entrust in us. Our mission is to provide a grounded and supportive environment, guiding each client toward their financial goals with the utmost care, commitment, and community spirit.