Client Service Manager
Delivering the highest level of client service, Elizabeth is responsible for monitoring and keeping accounts up to date.
Elizabeth is a Registered Representative of LPL Financial. She holds Series 6 and 63 securities registrations through LPL Financial and an insurance license in the state of Texas. She also has an extensive background in banking and financial services and is fluent in Spanish.
A Texas native, Elizabeth enjoys cooking (especially with her mom), camping with her son and husband, being in the outdoors, and any kind of travel—whether by car, plane, or train, it doesn’t matter!