Elizabeth is passionate about building relationships with clients and helping them pursue their financial goals. Prior to joining Milestone Investment Counsel in August 2019, Elizabeth worked with Ameriprise Financial Services for 10 years. She graduated with a Bachelor of Science degree in Computer Science from James Madison University. She currently is Series 7 (held through LPL Financial), 65 and 66 registered (held through Cornerstone Wealth Management) and holds Health, Life and Annuity Insurance licenses. Additionally, she has been awarded the Chartered Retirement Planning Counselor (CRPC®) professional designation by the College for Financial Planning.
A native of the Shenandoah Valley, Elizabeth lives near Grottoes with her husband, Cecil and daughter Amy. In her free time, she enjoys reading, quilting, camping and is an active member of her church.