As a member of the investment team, Elisabeth works closely with the portfolio manager and director of investments to monitor, analyze, and implement investment solutions for our clients. As a CPA with a background in accounting and taxation, Elisabeth brings a holistic perspective that delivers additional value to client portfolios.
Elisabeth graduated from Baylor University with a B.B.A majoring in Accounting and Finance and a Masters of Accountancy in 2021. Prior to joining CFO4life, she worked for KPMG in the state and local tax practice.
Born and raised in Arlington, TX, Elisabeth loves to spend quality time with her close friends and family in the DFW area. She enjoys exercise, baking, the occasional video game, and pouring into her local church and community.