ABOUT

As a financial advisor with EFS, Elizabeth specializes in working with individuals in different stages of retirement planning. Her commitment to providing excellent client service has been shaped by two major influences. First, her mentor Dennis Ludwig, a veteran in the financial field, encouraged Elizabeth to obtain her licenses. Second, her business and operations management background shaped how she approaches complex situations, in both timely planning and execution. Elizabeth looks forward to assisting her clients with their financial and retirement planning needs and will work passionately alongside them as they work to attain their financial goals. 

Elizabeth originally grew up on a small farm outside of Wheatland, IA. Currently, she lives in Marion, IA with her husband Patrick and her dogs Eva and Henry. Away from the office, she enjoys rock hounding, gardening, British car shows, and watching her husband race motorsport.  

PROFESSIONAL QUALIFICATIONS

• BFA Iowa State University
• FINRA SIE, 6, 63 and 65 registrations
• Life/Health Insurance License

SCHOOL DISTRICTS