Elizabeth enjoys seeing clients thrive in all areas of their lives and finds that when you feel balanced and secure in your financial life you find more joy in all other areas of life. She works with individuals, couples, and families to create financial plans that create peace of mind for clients for multiple generations. Using customized financial planning, investment strategies and estate planning tools, Elizabeth helps her clients establish a unique legacy based on what is important to them. Above all, Elizabeth loves building relationships and partnering with clients at every stage in their financial journey.
Elizabeth graduated from Cumberland School of Law and was admitted to the Alabama Bar in 2012. She also holds her CDFA® (Certified Divorce Financial Analyst), ATFA (Accredited Trust Financial Advisor) and CWS (Certified Wealth Strategist). Prior to joining the team at Waverly Advisors, she served as a Trustee and practiced law.
She is currently serving as the firm’s practice leader for Waverly Women Advisors, a group of female advisors focused on working with women to achieve their unique financial goals. She and the Waverly Women team connect with women in all stages of life to establish balance, security, and flexibility in their finances. Elizabeth enjoys speaking and teaching about financial security and planning to fellow professional women across the country, at law firms, business gatherings, church groups and book clubs.
Originally from North Carolina, Elizabeth now proudly calls Birmingham home, where she lives with her husband and three children. When she is not helping her clients achieve their financial dreams, Elizabeth enjoys real estate, Bible study and spending time with her family.