Elizabeth is the primary contact for any client needs not related to investment advice. She handles day-to-day account management duties and manages the office.

Serving in the wealth management industry since 2007, Elizabeth holds the Series 7 and Series 66 securities licenses with LPL Financial. She holds Bachelor of Arts degrees in Political Science and Public Affairs from Columbia College, SC.

Elizabeth is active in her community: She volunteers with the Cat Around Town Project and is a member of the Camden Rotary Club. She is former President of the Camden Junior Welfare League and a former Board Member, Database Manager and Treasurer of the Friends of the Kershaw County Library.