With over fifteen years of experience in the financial services industry, Elizabeth serves as a trusted advisor for a wide range of clients. Her mission is to help clients focus on enjoying life rather than worrying about financial concerns or market fluctuations. She has a passion for educating and empowering clients, and she believes knowing your financial standing is a powerful advantage for clients to have.
Elizabeth has extensive experience helping clients to achieve financial independence and to retire with confidence and excitement for the future. She thrives on guiding clients to reach their goals and truly enjoys celebrating their successes.
Beyond serving clients, Elizabeth is dedicated to educating the public on the importance of financial planning and to advancing the financial planning profession for future generations. Her expertise has been featured in the media, including regular appearances on television and radio and she has served in various leadership positions including President of the Financial Planning Association of Northeast Ohio. She has received several awards recognizing her leadership including being named on the Crain’s 40 Under 40 List and as a Financial Professional to Watch by the Cleveland Plain Dealer.
Residing in Pepper Pike, Ohio, Elizabeth enjoys spending time with her husband and their two children, Emilee and Bennett. Outside the office she can be found running 5ks and exploring the vibrant community of Northeast Ohio with her family.
