In first grade Lena discovered her passion for math and started asking her parents for math workbooks from the Barnes & Noble on Dorset Street. From simple arithmetic to complex proofs, she continued her studies at the University of Vermont, graduating magna cum laude with a Bachelor of Science in Mathematics and a Minor in Economics.
Rooted in her Vermont upbringing and dedicated to serving her community, Lena takes pride in creating meaningful relationships with her clients, meeting them where they are, and helping them live the life they envision. As a mom and financial advisor, she helps individuals, families, and organizations develop personalized financial solutions to grow, protect, and transfer wealth with confidence.
Lena is a CERTIFIED FINANCIAL PLANNER® professional and holds her Series 7, 63, and 24 securities licenses. Before joining Hickok & Boardman Capital Management, Lena held leadership roles at Mercer and Vanguard, where she partnered with nonprofit organizations to support their investment strategy and planning. In addition, her experience includes working at BlackRock and State Street Investment Management supporting financial advisors with their investment selection and due diligence.
Lena lives in Essex Junction with her husband, Hunter, their son, Aidan, three dogs, and cat. Outside of work, she loves cooking, yoga, traveling, and aviation.
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