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.
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. Elizabeth is a CERTIFIED FINANCIAL PLANNER® professional, she has the FINRA Series 6, 7, and 66 securities registrations. She also has her life/health and property/casualty insurance licenses.
Elizabeth is married with three kids and lives in Indian Trail, North Carolina. On the weekends, she can be found at one of her kids events; debate tournaments, FFA events, swimming, basketball or whatever sport, club or activity they want to try next. She’s always up to volunteer as room mom, team mom, PTO, or community helper.