6909 E Greenway Parkway, Suite #295
Elizabeth began her career as a financial advisor in 2003 with A.G. Edwards and continued with Wells Fargo Advisors, LLC. Elizabeth brings her love of teaching, planning and relationship solutions to the team and the families she serves.
She offers a complete planning process that encompasses all areas of wealth and investment management: Building wealth through investments; cash flow management; and long range planning; preserving through liability management; protecting with insurance and other options; and transitioning according to client wishes. Elizabeth uses a systematic approach to planning and investments.