Positive, Inventive, Team Player

Elizabeth is a direct point of contact and a key resource for GM Advisory Group’s clients, whom she helps define their unique legacies and addresses a variety of their financial needs.  As a client relationship manager, she is responsible for ensuring our clients’ experiences meet our exacting standards. She collaborates daily with the Client Services Team to ensure we meet our clients’ needs consistently and in a timely manner.  Elizabeth works passionately to inspire trust in her clients and continually strives to improve the firm’s processes, deliver an excellent client experience, and strengthen our relationships with our clients.

A testament to Elizabeth’s dedication has been her involvement in creating processes that supported the implementation and maintenance of our firm’s portfolio management reporting system.  Her efforts have resulted in up-to-date portfolio information being available to our team and our clients, streamlining the reporting process for a superior client experience.

Prior to joining GMAG, Elizabeth was the financial planner for a private wealth management firm and served as a legal assistant to a Long Island law firm.

Elizabeth enjoys traveling, spending time with loved ones, and keeping an active lifestyle by participating in obstacle course races like Tough Mudder.