As a Client Service Associate, Elizabeth applies her growing experience in financial planning and a wide range of client needs. She draws on her experience as an EverNest internal as well as additional career-building experience in both wealth management and banking roles. She earned her Series 65 certification in July 2023.
Elizabeth is expected to graduate from Butler University in December 2024 with a Bachelor of Science in Finance with a minor in Strategic Communication. At Butler, she is a co-founder of the Butler University Personal Finance Club (PFC), a role she has held since April 2024. Also at Butler, she was twice nominated for the Student Employee of the Year award for her work as Information Commons Associate.
In the community, Elizabeth has been involved with the American Foundation for Suicide Prevention, contributing to efforts aimed at raising awareness and funding for suicide prevention initiatives.