Elizabeth works closely with ultra high net worth individuals and families to design integrated, multi-generational wealth strategies. Her advisory work spans investment management, financial and estate planning, tax strategy, and philanthropic giving.

She brings a distinctive background to her role, including leadership in real estate investment and deep operational experience managing complex finance structures through New Markets Tax Credits and Opportunity Zones.

Elizabeth holds a Master of Accounting from William & Mary, a Master of Public Policy from Duke University, and a B.S. in Neuroscience from the University of Rochester. She is currently a candidate for both the CPA designation and the Series 65 license.

Outside the office, Elizabeth has traveled to 30 countries and all 50 states. Here in Virginia, she enjoys exploring the Blue Ridge Mountains and visiting friends and family on the Eastern Shore.