Elena serves as a Paraplanner at Genesis Wealth Management, where she provides expert paraplanning support to Jon Thompson and Gerald Reyes in delivering top-tier financial services to their clients. With over 10 years of experience in client-focused roles, Elena is committed to delivering exceptional attention to detail and creating outstanding client experiences.
She holds licenses in Life, Accident, and Health Insurance, as well as FINRA Series 66 and Series 7 registrations. Elena plans to continue her education and is currently studying to obtain the CERTIFIED FINANANCIAL PLANNER™ (CFP®) certification.
A graduate of New Mexico State University, Elena earned her BBA and has called San Antonio home for the past seven years, after relocating from Albuquerque. She resides with her husband, Keaton, and their two dogs, Zoey and Marble. In her free time, Elena enjoys hiking with her dogs and traveling.
