About Me
Meet Elizabeth
Hi, I'm Elizabeth, a numbers nerd, type 2 fun enthusiast, and mother of four.
I spent over a decade in data analytics for a Fortune 100 healthcare company. That analytical background shapes how I approach financial planning: breaking down complicated situations, identifying what actually matters, and helping people make decisions they feel confident in.
I'm also a rower. Rowing and personal finance have a lot more in common than most people expect. Both reward consistency over the things that capture your attention in an Instagram reel. Both involve doing small things right, again and again and again. And in both, it can be hard to see progress when you're in the middle of it. But when you look back, you can marvel at how far you've come.
My credentials
I've completed the CFP® education and passed the exam. I'm currently building the experience hours required to use the marks via financial planning residency programs and pro bono work with organizations like 3rd Decade and VITA. In the meantime, I hold myself to the same ethical and professional standards the designation requires.
I am also an Enrolled Agent (EA), a federal tax license issued by the IRS that reflects a demonstrated knowledge of tax law.
And I have a variety of Concept2 rowing records and World Rowing Indoor Championship medals.
Memberships
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