Eleni Yeros

For Carson Wealth team member Eleni Yeros, wealth management advising is anything but transactional. To her, it’s all about relationships, education, problem solving, and collaboration. In her client-facing role, Eleni helps navigate the complexities of financial, tax, estate, and investment planning—outlining specific, actionable steps clients can take to help pursue their wealth management goals.

Eleni values Carson Wealth’s multidisciplinary approach and the seamless access to in-house tax, legal, and insurance experience. Specializing in financial planning,

Eleni finds great fulfillment in crafting customized financial blueprints that bring clarity—and often a renewed sense of possibility—to clients’ financial lives.

Eleni is a graduate of the University of Colorado Leeds School of Business. Committed to her professional education, Eleni has earned both her Series 65 registration and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside the office, Eleni enjoys skiing, spending time with family and friends, exploring new restaurants, and traveling.

Eleni Yeros is not affiliates with Detera Advisor Networks LLC.