Elizabeth serves as a Client Service Coordinator, where she helps create a welcoming and seamless experience for clients while supporting the advisors and team. With a diverse background in administrative coordination, client service, operations, and team support, she brings strong organizational skills, and attention to detail.
Elizabeth particularly enjoys the relationship-building side of her work. She believes that excellent service comes from listening, being dependable, and making people feel genuinely valued while maintaining a high level of professionalism and care.
Outside of the office, she enjoys spending time with her boys, cats, and caring for her plants. She is also a big supporter of local coffee shops, farmers markets, thrifting, and discovering new places. She values time with family, meaningful connections, and being part of the local community.