Expertise
Elaina has worked in the financial services industry since 1987. Her extensive background includes stock and bond analysis, portfolio management and financial planning. From her own personal experience, Elaina offers a unique perspective in developing financial solutions for those with family members with special needs. She has been recognized from 2012-2024 as a FIVE STAR Wealth Manager.
Education
Elaina graduated magna cum laude from Boston University with a Bachelor of Arts in Economics and a Minor in Business Administration, and she achieved a Master of Business Administration from Xavier University.
Her professional licenses include the FINRA Series 6, 7, 66, and the Securities Industry Essentials Examination (SIE). She also holds a life and health insurance license.
Family and Community Involvement
She resides in the Blue Ash suburb of Cincinnati, Ohio, with her husband, Jim, and their two children. She enjoys researching her family ancestry, cheering for her favorite baseball team as a member of the Rosie Reds, and caring for chickens and bunnies as a volunteer at a non-profit educational farm with her daughter.
She serves her community through a variety of organizations, particularly focusing on education, supporting women in business, and advocating for individuals with different abilities. She is proud to have been awarded the G. Frederick Kasten, Jr. Award by Baird for exhibiting an unwavering commitment to serving others.