Elizabeth joined the team in 2004 as an Administrative Assistant. After a short time away, she returned to work with Randy in 2017 as the Office Manager. She is a graduate of Davenport University, when she majored in General Business.
As Office Manager, she oversees all day to day activities in the office and works closely with clients on follow-up questions and inquires. She enjoys getting to know the clients on a personal level and knowing when they leave, they have a better understanding.
Elizabeth and her husband, Cory, live in Montana and have two grown children. When she is away from the office, she enjoys the outdoors and helping around the ranch.
Professional Registrations:
- Securities Industry Essentials®
- Series 6 Investment Company & Variable Contracts Products Registration through LPL Financial
- Series 63 Uniform Securities State Law Exam through LPL Financial
- Michigan State Insurance Life, Accident & Health, Long-Term Care & Disability
Favorite Quote: "God grant me the serenity to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference."-- Reinhold Niebuhr