Elena leads the in-house tax team that prepares returns and plans ahead for most Evenhold families. She spent a decade at a regional accounting firm focused on closely held businesses and high-income households before joining Evenhold in 2017.

Her team works year round, not just in April: modeling Roth conversions, timing equity compensation, planning charitable gifts and coordinating with each client’s advisor before decisions are made.

Elena is a Certified Public Accountant and an avid long-distance cyclist.