Elena
Flores-Breese
Marketing Associate
From a young age, Elena grew to love the financial services business by watching her father, a 30-plus-year veteran of the financial advisor industry. His passion for helping others rubbed off on her.
“Elena enjoys creatively crafting custom events for our clients and prospects.”
Education
Bachelor of Science
Arizona State University
A native Arizonan, Elena is a proud graduate of Xavier College Preparatory and received her bachelor of science degree from Arizona State University. She enjoys writing and contributing to her blog, Still Blooming Me. Elena and her husband, Jeff, live in Phoenix with their children, Mallory and Everett.
Check Out Our Latest Articles
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What “Liquidity” Really Means in Private Markets — And Why the Industry Needs to Do Better
At the end of March, I was a panelist at the With Intelligence Wealth Partnership Spring Retreat in Washington, DC…
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The Intersection of Exit Planning and Estate Planning
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will…
