← Meet the Team
Elena Erkenswick, EA
Tax Associate
As a Tax Associate, Elena uses leading-edge tax preparation software to ensure the timely and accurate filing of income tax returns. In addition, Elena employs proactive tax planning strategies to help guide individuals and businesses towards making tax-smart decisions and minimizing taxation over time.
Elena is an Enrolled Agent, admitted to practice before Internal Revenue Service (IRS), and has worked in tax for several years. She previously worked seasonally for Annex Wealth Management and eventually transitioned to a full-time role. Elena is also a certified health coach and has worked as a wellness consultant. She is fascinated by functional medicine and holistic healing.
Elena enjoys reading, spending time in nature, being involved in her parish church, and devoting time to her friends and family.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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