Elizabeth is a Lincoln native and a 2007 graduate of the University of Nebraska-Lincoln, where she obtained a Bachelor’s Degree in Business Administration, with a major in finance and minor in accounting. Since joining P&A in 2008, Elizabeth has taken on many duties including account maintenance/setup, trading, securities research, and serving on the Investment Committee. She has also become the point guard for Fireball105, our computer-driven mutual fund rebalancing tool. She earned her CHARTERED RETIREMENT PLANNING COUNSELORSM designation in 2016 and is Series 65 registered.
Elizabeth is an avid “junker” who enjoys re-purposing her unique finds. She also enjoys reading, Husker football and anything involving the outdoors. She currently resides on an acreage outside Adams, NE with her husband Steve, their three dogs, “Tater” the potbellied pig, and a tortoise named Boris.
I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods: