Ena is a Senior Client Associate with MRA Associates. In this role, she provides investment advisory and wealth management services to clients. Ena strives to provide excellent customer experience by taking the time to understand the client situation and helps them identify solutions to their unique situation.
Ena graduated from Arizona State University with a bachelor’s degree in Economics and minor in Spanish. She is also a candidate for receiving the CERTIFIED FINANCIAL PLANNER™ certification. She was the recipient of numerous scholarship awards and was nominated to participate in the National Youth Leadership Forum on Defense, Intelligence and Diplomacy, as well as the International Mission on Business in China and Eastern Europe.
Prior to joining MRA Associates in 2014, Ena was an Associate Portfolio Manager with Stoker Ostler Wealth Advisors where she worked with high net worth families for seven years. Her duties included preparing financial statements and retirement models, constructing portfolios thru asset location, monitoring the accounts daily for rebalancing opportunities, and identifying strategies that may enhance the tax efficiency. Ena was also a member of Stoker Ostler’s Investment Committee, which is responsible for setting investment policies and strategies for the firm.
Ena is fluent in Albanian and Spanish and enjoys spending time with family and friends.
Now that it has been almost 16 months since the passage of the 2017 Tax Cuts and Jobs Act (TCJA), it’s time to come up for air and ask the question: what is the overall impact on estate planners and their clients?