As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is dedicated to helping clients build a clear, confident path toward their most important financial goals. With a deep belief that no two financial journeys look alike, Elizabeth takes the time to understand each client’s unique circumstances, values, and aspirations — then crafts personalized strategies designed to get them where they want to go. Elizabeth graduated cum laude from the University of Rochester with a B.S. in Chemical Engineering and has a long history in Portfolio Operations for the firm.
Outside of work, Elizabeth enjoys reading, exploring local walking paths and trails, and spending time with her family and friends both in Rochester and around the globe.
“If I could have any talent in the world, or instantly become an expert in something, I would love to be bilingual and fluent in Spanish.”
