Elena was born in Russia and proudly became a U.S. citizen in 2010. With a graduate degree in Finance and Economics, and prior experience in banking and at the Russian Federal Treasury, she brings exceptional depth and versatility to our team. Elena plays a key role in driving the financial planning process through extensive data analysis, investment and insurance research, systems integration, client reporting, and many of the behind-the-scenes processes that keep our office running smoothly. We’re incredibly fortunate to have such a dedicated and capable team member.