Elva joined us following work as an Analyst for Centura Health with previous experience as both a Financial Service and Senior Advice Specialist at Charles Schwab. In her role with us she plays an integral role in client meetings providing analysis of our client portfolios and retirement plans. Additionally, she serves as another pair of hands in providing support and service to the planning work we do for our clients.
Elva came to Colorado when she was three years old and is a CU-Boulder graduate with Bachelor of Science degree in Finance. Outside of work, Elva enjoys many outdoor activities during the summertime like hiking, camping, and visiting hot springs. In the wintertime, she keeps herself busy indoors cooking and working on home décor plans. She has one baby - a sassy six-year-old tabby cat named Lima.