Elizabeth has been active in the world of investing since the mid 1990’s. She has spent much of the past 20 years growing her local CPA firm from a team of 3 to over 30 team members. Elizabeth seeks to combine technical expertise with a practical, people-focused approach that seeks to help clients retire with confidence. As a Certified Public Accountant, she brings a deep understanding of tax planning so clients can aim to make the most of their retirement savings.

She studies what works, then uses that knowledge to identify patterns and turn financial insights into pursuing effective strategies. Clients appreciate her ability to guide them through key financial decisions and strive to give them financial confidence as they prepare for the future.

Elizabeth’s goal is to add value to everyone she works with—focusing on strategies that seek to create positive financial impact without making the plan too complicated.

Outside of work, Elizabeth enjoys participating in her church community including teaching children and singing in the choir. She also collects and plays strategy board games—proof that her love of planning ahead extends well beyond finance.