Elena has been in the financial services industry for over 40 years and loves it. She has been in Southern Oregon for 33 years and loves how it has always felt like "home" with all the mountains, rivers, and oceans close by.
Elena has known and worked with CERTIFIED FINANCIAL PLANNER™, Michal Slate for more than 10 years.
After she technically retired from many years working with large financial institutions, Elena missed connecting with clients but not the corporate world. She feels working with Lighthouse is an answer to prayer by allowing her to keep her connections without the pressure of a corporate job.
She is fully licensed with her FINRA Series 7 and 66, and State of Oregon Life insurance license. Elena enjoys helping clients find solutions to the financial problems we face every day.
When asked why she has stayed in the financial industry for so long and continues to work even though she could be retired, she said "I love helping people, not just with their finances but as a friend".
When Elena isn't working, she can be found, spending time with her family or practicing her culinary skills. When time allows Elena loves to learn new things such as a third language like Italian or playing the piano.