“Finance Concierge”
If you love the ease of dialing your hotel concierge, you’re going to love Elizabeth. She’s there for you 100%. She’ll check in with you often, find out what you need, and then make sure it gets taken care of. But that’s not all. She’ll also follow up with you to let you know all your financial matters are in order. Clients often refer to Elizabeth as their “direct line to peace of mind.”
“During Covid, I called every client every month. I wanted to make sure they felt comfortable with where they were financially and answer any questions they had.
I also love helping our clients think expansively when it comes to enjoying their retirement. Once we have a clear picture of what that client really wants, I help them prioritize their action list so they can take each step with confidence.”
Why did Elizabeth select the financial services industry?
Elizabeth migrated from owning an ocean-front guest house and restaurant to finance in 2005. She spent the next 18 years with Wells Fargo and BB&T as a private banker, combining her passion for people with her fascination of all things financial. She also holds a Series 65 Investment Advisor license.
What’s Elizabeth like at home?
Elizabeth balances her work life with enjoying her three daughters and three grandsons, taking night classes in American history, walking the El Camino trail in Spain (she walked 215 miles last time and is ready for more), and carefully tending to her landscaping and garden. Her next challenge is to walk the Pyrenees in France. Want to add an exhilarating challenge to your retired life? Talk to Elizabeth.
