Get to know our team.
With more than 60 years of combined financial and wealth planning experience in family offices, our founders take a hands-on, deeply personal approach to your wealth management. Because we take on a limited number of clients, we’re able to grow with you as your needs evolve.
MAYA BOGUSLAVSKY
Maya has been a trusted advisor to ultra-high-net-worth individuals and families for more than 20 years in her roles as family office executive, wealth strategist, and estate & tax planning attorney. She specializes in customized estate and multigenerational planning, strategic wealth planning solutions, creative philanthropic strategies, and education of rising generations. Prior to founding Transcend Wealth Partners, Maya served as general counsel to a single family office for 12 years and was vice president and senior wealth planner at PNC Wealth Management. She also practiced law for nine years at two prominent Philadelphia law firms specializing in estate & tax planning and litigation and clerked for a federal judge. Maya has hands-on experience with direct venture capital investments and has worked closely with several CEOs of early-stage companies in the US and Singapore. She is a member of the bar in PA, NJ and NY and is a member of the American Bar Association and various family office organizations. Maya is fluent in Russian and enjoys hiking and fitness, travel with her family, and public radio.
CYNTHIA CALDERON
Cynthia has been a trusted client advisor for more than 20 years, fostering deep relationships with her ultra-high net-worth clients. During her 25-year career, Cynthia has served as the chief financial officer for two single-family offices overseeing all operations, financial planning, tax compliance, and investment monitoring. For 10 years, she also successfully owned and operated a boutique multi-family office providing wealth management services for a limited number of ultra-high net-worth families in the Midwest. She has served on a number of non-profit boards of directors in the areas of public television, the arts, social justice and higher education. Her current interests involve environmental issues and mentoring young adults.
Michael Kruse
Michael Kruse is an experienced and proactive Wealth Planner with a focus on serving ultra-high-net-worth individuals and families. With a strong passion for delivering personalized financial solutions, Michael brings his experience to servicing Transcend Wealth Partners clients.
As a dual-designated Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Michael possesses a solid understanding of the intricacies of financial planning and taxation. His skill set includes portfolio analysis, with a working knowledge of cryptocurrency, and strategic tax and estate planning, allowing him to design tailored solutions to meet each client's unique financial goals.
Michael earned his Master of Science in Taxation and Bachelor of Science in Accounting from the New York State University at Albany, graduating with Magna Cum Laude honors. He has consistently demonstrated a commitment to continuous learning and professional growth.
Beyond his professional achievements, Michael finds fulfillment in hiking, reading, golfing and playing basketball in his leisure time.
april gutierrez
As Executive Assistant, April Gutierrez brings 10 years of organizational experience and an associate degree from Columbia College to Transcend Wealth Partners. Her extensive experience includes customer relations, payroll management and legal support. She thrives on new challenges and complex situations. April resides in Napa and enjoys spending time at the ocean with her husband, three kids and their dog.
GINA BELL
As a Client Services Associate, Gina Bell fills a position that is vital to the success of Transcend Wealth Partners ensuring that our clients receive prompt, thoughtful, professional services with her unique positivity. Her years of experience in the financial services industry provide valuable experience in customer service and client communications. Gina holds dual degrees in English and Psychology from the University of California, Irvine. She resides in Napa with her family and two rescue huskies.
JULIA ALBIN BERNER
Julia Albin Berner is responsible for client investment data as Transcend’s Investment Services Associate. Her experience in compliance contributes to her expertise in reviewing and creating portfolio reports. She holds a Bachelor of Science in Political Science from Goucher College and is accredited as an Investment Adviser Certified Compliance Professional (IACCP®). As a former cheesemaker and affineur, Julia enjoys exploring the culinary scene of Sonoma County. She resides in Sonoma with her wine-maker husband and their dog.
Justine Farley
Justine Farley, Investment Services Assistant, maintains client investment data and assists with firm-wide security protocols. She has 10 years of experience in customer service, information management, project management, sales, and operations. She has a Bachelor of Science in Economics and Business Administration from the University of Nevada, Reno, and a Master’s Degree in Sustainable Tourism from Arizona State University. Justine lives in Reno with her family and enjoys spending time outdoors.
NIKI HARDINGER
Sr. Accountant, Niki Hardinger has a decade of experience and expertise working with small businesses, casinos, and CPA firms. She has a bachelor’s and a master’s degree in accounting from Western Governor’s University. Working out of the Reno office, her personal philosophy is to learn something new every day. In her spare time, she makes wearable art and enjoys playing board games with her family.
STEVEN WELLMAN
Steven joined our team as a staff accountant bringing with him seven years of operational and financial accounting experience in real estate, property management/development and mechanical construction. His passion for accounting has led him to pursue a Master’s Degree in Accountancy. Steven resides in Reno with his girlfriend and their three cats. In his off time, he enjoys learning about historical events, writing, playing instruments and spending time in nature.