For Wambolt team member Eleni Yeros, wealth management advising is anything but transactional. It is all about relationships, education, problem solving and collaboration.In her client-facing role, Eleni helps to navigate the complexities of financial, tax, estate, and investment issues to outline specific, actionable steps they can take to achieve their wealth management goals.
She appreciates the firm’s multidisciplinary approach and the ready access to tax, legal and insurance expertise within the firm. Specializing in financial planning, Eleni loves creating the financial blueprint that brings something fresh to a client’s eyes.
Eleni is a graduate of the University of Colorado Leads School of Business. She was chosen for an internship with Wambolt & Associates which resulted in her joining the firm full-time in 2019. Continuing professional education has been a priority for Eleni, who has earned her Series 65 License and Certified Financial Planner™ designation.
In her free time, Eleni enjoys skiing, time with family and friends, exploring the restaurant scene, and travel – having visited more than 20 countries and five continents.