Elizabeth is dedicated to helping us provide a dedicated and client focused experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
She assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Elizabeth also greatly assists our team with many essential administrative duties.
Before joining our team in July 2021, Elizabeth was a service associate at Principled Wealth Advisors. Elizabeth started her finance career in 2013 at Merrill Lynch; during her time there, she worked as an administrative assistant helping the management team as well as a client associate. She holds a bachelor’s degree in business administration focusing in financial planning from Indiana Wesleyan University.
Elizabeth is originally from Milford, Ohio, and now lives in Madisonville, Ohio, with her two cats, Thelma and Remington. When not in the office, Elizabeth enjoys being in the company of her friends and family, as well as attending her younger brothers’ sporting events.