CRPS Financial Advisor
Elizabeth has more than 17 years of experience as a financial advisor and helps individuals and families with wealth accumulation, protection and distribution strategies tailored to meet their lifetime income goals as well as legacy goals, all in the most tax-advantaged way. She enjoys helping those who are nearing or transitioning into retirement with the distribution phase of their wealth cycle. Elizabeth has also earned the Chartered Retirement Plans Specialist (CRPS) designation and has expertise in working with qualified plans and other retirement accounts.
Elizabeth is from Charleston, South Carolina, where she spent many years at a “big box” brokerage firm. She graduated from the College of Charleston in 2003 with her Bachelor of Science in economics and a minor in finance. She holds a Series 66 Investment Advisor license as well as a Texas insurance license.
Elizabeth enjoys all the outdoors that Austin has to offer, and when she is not working, she can be found hiking, kayaking, paddle boarding, boating or, of course, working out. She has two daughters, Hannah, a junior at the College of Charleston, and Bayla, a freshman at Austin Community College.
Download Your Free Guide
Annuities as an Asset Class
Times change — are stocks and bonds still enough? With inflation rising, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:
Why annuities may or may not be a good fit for you
How fixed index annuities actually work
How fixed index annuities balance risk
Monthly Blog Update
Stay up to date on the latest financial news and information.
Stay tuned! Blog posts coming soon.