Today’s fast-moving environment calls for an advisor who can look beyond your investments to see your bigger financial picture. As a financial advisor, Elizabeth understands the anxiety money can cause, from concerns about having enough to retire to fears that wealth might alter family values. She appreciates both the challenges and opportunities that significant wealth brings. By applying her passion, compassion, and expertise, she helps clients organize and simplify their financial lives, allowing them to focus on what matters most—both professionally and personally.
The foundation of Elizabeth’s approach is listening. By asking detailed questions, she uncovers what is truly important to her clients. She explores where they hope to be in the future, their values around the wealth they want to pass on, and the concerns that keep them up at night. Once she has a thorough understanding of her clients’ lives, assets, liabilities, and how their portfolios are structured, Elizabeth develops thoughtful wealth management strategies that address their unique needs and goals.
Elizabeth is an alumnus of Indiana University and the Kelley School of Business, where she earned her Bachelor of Science in Business. Her most recent experience includes several years as a Financial Advisor at a leading global financial services firm. She is also an International Bestselling Author. In her free time, Elizabeth enjoys spending time near the water, hiking, or traveling with her family.
