Elizabeth graduated from UNC-Charlotte with a finance degree and concentrations in risk management, insurance, and financial planning. After college, she pursued a career in risk management and commercial insurance. She received her Certified Insurance Service Representative certification and completed the Hartford School of Insurance.
She has had the pleasure of working on many complex insurance programs around Charlotte. After surviving her fourth corporate merger, she decided to make a change and started to study for her financial registrations to join the family business. Currently, she has the FINRA Series 6, 7, and 66 securities registrations. She also has her life/health and property/casualty insurance licenses. She is very excited about the opportunity to help people have financial security and better understand their financial lives.
Elizabeth is married with three kids and lives in Indian Trail, North Carolina. On the weekends, she’s a football, dance, swimming, soccer mom. She’s always up to volunteer as room mom, team mom, or community helper.