Manager, Client Service
Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys. She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.