Lena is a graduate of Walsh College where she earned a Master of Science in Finance in 2009. Prior to
graduation Lena began working in the Financial Services Industry in 2008 where she attained FINRA Series 7, 63, 66, Life and Health, Variable Life, and Variable Annuities licenses.
Becoming a Financial Advisor has followed a circuitous path. She migrated originally to Ohio from Virginia, where she became the wife of a military officer, lived in six U.S. States and also Seoul, Korea. After Military life, she became a full-time mother and a corporate wife to a Bank CEO. Twenty-two years later her life changed dramatically as she continued to raise her two sons, manage a household, return to university life to pursue a Master of Education, and teach Grades K-8 in the Toledo Public School System.
This was the “Jumping Off” point of her journey to becoming a Financial Advisor and achieving her own hard-won financial independence. There were three steps required:
1. Seek the guidance of a Financial Professional
2. Prepare for an income-producing career
3. Seek full-time employment
All three steps were accomplished while raising and educating two teenage sons, however, the step that offered the greatest sense of security was knowing that her finances were in good order. Lena has a senior-level perspective of financial service. She seeks to lead by example in helping her clients to design a comprehensive strategy for retirement based on their current lifestyle, and simultaneously mitigating those risks that might Interfere with maintaining that strategy throughout retirement years. As a trusted financial professional, she listens carefully, reduces anxiety, and helps clients understand all of their financial options.
Lena is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
3258097 DOFU 9/2020