Education: Indiana University, School of Public and Environmental Affairs & Kelley School of Business – BS with a concentration in Public Financial Management and a minor in Business and French; Southern Methodist University – MBA
Certifications: Certified Divorce Financial Analyst™, Certified Financial Planner™
As a Managing Director and Chief Operating Officer at CD Wealth Management,
Ilona specializes in comprehensive financial planning with a focus on working with women, and people in transition. With a public finance degree from Indiana University, Bloomington, Ilona started in the financial industry working for a global financial services firm and joined Waldman Bros in 2009. She has learned the business from the ground up and understands the entire process of financial planning and investment advisory services. She enjoys organizing clients financially to create a clear path going forward so they are wholly educated about their financial decisions. Ilona’s podcast, Cosmos and Financial Convos was born out of a pattern she saw with many of her clients – with the sole intention of educating as many people as possible. Ilona strives to equip her clients with a plan specifically geared for their individual needs. Ilona serves as Advisory Council to the Southwest Community Foundation and sits on the Board of Trustees as well as the Investment Committee of the Dallas Jewish Community Foundation. Ilona enjoys traveling and spending time with her husband.
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