Elena serves as a Financial Advisor at Genesis Wealth Management. 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 believes that every successful investment strategy begins with a well-designed financial plan and enjoys partnering with clients to create personalized investment strategies that align with their goals, values, and long-term vision.
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 ten years, after relocating from Albuquerque, New Mexico. She resides with her husband Keaton, their daughter and two rescue dogs.
