Elizabeth is often the first friendly face you’ll see when visiting our St. George office. As a Client Services Associate, she is dedicated to delivering a high level of operational support and ensuring each client has a seamless, positive experience. Known for her knowledge, responsiveness, and approachable nature, Elizabeth prioritizes building strong, trusting relationships with every client she serves. She is committed to supporting both our financial advisors and clients with care, accuracy, and attention to detail.
With over a decade of experience in the financial industry, Elizabeth began her career as a Personal Banker with Zions Bank in Cedar City. After relocating to St. George, she transitioned into investment and financial planning services, where she has held client service roles with firms affiliated with LPL, Fidelity, and Schwab. Her diverse background has given her a well-rounded understanding of client needs and the importance of exceptional service.
Outside of the office, Elizabeth enjoys spending time with her husband and three children. Together, they love off-roading in their 4Runner and exploring the area’s beautiful red rock landscapes. She also has a passion for cooking and entertaining, and she’s always happy to share a favorite recipe.
