Elena has nearly 15 years of experience in the investment advisory business, and she was previously with Team Hewins, LLC, Aegis Wealth Management, LLC, and WESCAP Management Group, Inc.
She enjoys working with her team and empowering clients to feel confident. Our collaborative approach to guiding clients resonates strongly with Elena, who believes “teamwork creates great ideas.”
Elena holds a special appreciation for the importance of taxes in relation to a client’s finances. She understands tax regulations and is pursuing the CPA credential.
Elena spent four years in Kampala, Uganda, where she was a consular assistant at the U.S. embassy. Her experience resulted in an ongoing commitment to help orphans in that country.
She graduated magna cum laude from California State University, Los Angeles, with a B.S. in economics and an M.A. in financial economics. Elena has earned the CERTIFIED FINANCIAL PLANNER™ certification and is an active member of the Financial Planning Association. She is proficient in Russian and has a basic knowledge of Korean.
When not working, Elena is at home with her husband, their son, and their Labrador retriever, Rook. She enjoys gardening, traveling, reading and playing tennis. And on Sundays in the fall, she’s rooting for the Pittsburgh Steelers.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.