With over twenty years experience through many different market cycles, Elizabeth’s perspective will help develop a unique plan to reach your financial goals.
As the newest member of the Veritas team, Elizabeth brings over twenty years of experience as well as great empathy and understanding when speaking with clients about their financial goals and concerns.
Elizabeth entered the financial services industry in 1998 and has weathered through several market cycles to include the 2000 collapse of the technology bubble, 9/11 terrorist attacks, the financial crisis of 2007-2008, and the current Coronavirus pandemic and shutdown of the economy. Elizabeth is an accomplished financial services professional with extensive experience as a marketing representative as well as a client relations specialist. Her vast industry knowledge, effective problem-solving skills, and compassion have been keys to her success in serving the needs of high net worth individuals. She adds value to the clients of Veritas by proactively reaching out to our clients to ensure that they are on track for accomplishing their goals and, along with our partners and other advisors, serving as an additional set of eyes and ears for our clients.
Elizabeth holds her Series 7 and 66 licenses and is a graduate of the University of Virginia. In her spare time, Elizabeth enjoys spending time with her 3 children, teaching Sunday School, volunteering with her boys through the Young Men’s Service League, playing tennis, and cheering on the University of Virginia Cavaliers.
Elizabeth is located in our Tysons, Virginia office, and can be reached by phone at 703-448-7882 or via email at firstname.lastname@example.org.