Client Service Specialist

Elizabeth has spent more than three years in the trenches of financial services support, and it shows. Before finding her footing in financial advisory work, she built her foundation in the medical field, where the stakes are high, the details matter, and clients need to feel genuinely cared for. She brings that same standard to every advisor she supports.

As Jim's Client Service Specialist, Elizabeth handles the behind-the-scenes work that keeps everything running smoothly, so Jim can stay focused on what he does best. She's organized, adaptable, and the kind of person who catches things before they become problems.

When she's not keeping the office humming, Elizabeth enjoys time with family, getting outside, and picking up new hobbies along the way.