Helping Clients in California
After a brief time working in an administrative capacity at Keller Graduate School of Management, in 1991, Elizabeth began her career in the financial services field. The breadth of her professional career was in the retirement plan consulting area, specializing in the monitoring, compliance and design of 401k plans. Prior to joining Alliant Credit Union, she was a Financial Consultant at Wendt Financial Group, a regional retirement planning and consulting firm. Her favorite role was that of educator, providing guidance to both plan participants and plan sponsors. Elizabeth’s current role is supporting the Financial Consultants in the LA and San Francisco area branches.
Elizabeth resides in Naperville with her family; relishing the time they spend on adventure of any kind.
B.A. Indiana University
Registrations and Licenses
FINRA registered (Series 6, 63 & 65 held with LPL Financial)
AIF® – Accredited Investment Fiduciary®
Life, Accident & Health Licensed - Illinois