Elizabeth brings seven years of experience in financial services to her role, where she focuses on account administration, client experience, and appointment scheduling. Her journey into finance began as a home mortgage associate at Wells Fargo. In that role, she quickly discovered an interest in the financial service industry and the meaningful relationships that develop along the way.
What excites her most about her work is knowing that the team has made a real impact on clients' and their families' future financial wellbeing and security. Elizabeth enjoys engaging with clients and supporting them through some of life's most challenging personal and financial events. She enjoys hearing about their lives and discovering what's next on their bucket lists.
Beyond the Office
Originally from Mission Viejo, California, Elizabeth now calls Bellevue home with her husband Kurt and baby son Elisha (Eli). The family shares a love for the outdoors and when they're not on the trails, Elizabeth and Kurt enjoy live music at the many excellent music venues that Seattle has to offer. Elizabeth is excited about building a future that provides an exciting and memorable life for Eli. Knowing she's creating financial stability for her own family and feeling supported by her colleagues makes coming to work fulfilling.
Education
- Seattle Pacific University, B.S. Kinesiology and Exercise Science, 2012
Professional Designations and Registrations
- Notary