Meet Lena


Lena joined our team in 2016. She schedules appointments for advisors and assists with preparing for events and workshops. Lena began her career at a large, national mortgage company, which set the foundation for her strong background in client relations. She then worked other jobs in related fields before she settled in for many years as a financial counselor in the non-profit arena helping clients with an array of financial matters such as debt management and mortgage issues. Before moving from Los Angeles, Lena worked as a paralegal in the tax resolution industry. She currently resides in Las Colinas with her children and their three rescued Chihuahuas. Lena and her children attend Gateway Church in Southlake and enjoy their family time and activities, such as exploring the great state of Texas.


Favorite Food:


If you could meet anyone, past or present, it would be:

Margaret Thatcher or Eleanor Roosevelt

Hidden talent:

Writing poetry

Favorite book:

The Alchemist by Paulo Coelho

Favorite movie:

Pride and Prejudice

What motivates you:

My faith

Favorite holiday:


Something on your bucket list:

Traveling to Italy, Paris, Spain and Greece

Place you’d most like to visit:


Biggest accomplishment:

Moving to Texas from California by myself