Advisor Profile

Elvera is an Associate in the Columbia office, where she supports advisors by managing client needs. Elvera has over 20 years of financial services experience and began her career managing mutual fund client accounts before transitioning into retirement plan administration. Her background includes working with a wide range of clients and professionals, always with an emphasis on building trust and making processes easier to navigate. 

Over the years, she has built deep expertise supporting employers, plan administrators, and financial advisors with their Retirement plan needs. She is skilled at providing clear guidance, answering questions, and ensuring requests are handled accurately and on time.

Elvera is committed to delivering service that creates a positive impact for both clients and organizations. She takes pride in offering dependable support and has a proven ability to develop lasting client relationships. 

Outside of work, Elvera, who is from the islands of Cabo Verde and fluent in Cabo Verdean creole (Kriolu), enjoys spending time with family and friends. She also likes traveling to new countries and learning about its people and culture.

EDUCATION

• Associates Degree, Bay State College