Elizabeth is a Client Service Administrator with more than 11 years of experience in the financial services industry. She supports our advisors by preparing proposals, establishing new accounts, and managing the documentation required throughout the financial planning process. She also assists with a variety of client needs, including processing transactions and completing account updates. Elizabeth is also a licensed Medicare insurance agent.
In her free time, she enjoys spending time with her family and her cats. She has a large vegetable garden and loves being outdoors in nature—whether she’s kayaking, biking, or spending a day at the beach.
