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(610) 524-8266, x105
Elizabeth joined the company in 2012 and focuses on Wealth Management, Internal Operations, and Human Resources.
She enjoys working with clients to create comprehensive wealth plans to achieve their financial goals.
Elizabeth entered the industry in 2012 after receiving a Bachelor of Science in Finance with a minor in International Business from Penn State University.
Elizabeth maintains the Life, Accident and Health licenses as well as the Series 7 and 66 securities registrations.
She resides in Pennsylvania and enjoys equestrian judging and riding horses.
Let us do the work, because life's complicated enough. Today, tomorrow, together.
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