Elisabeth comes to the Independent Wealth Management team with over a decade of experience in customer service. She always prioritizes the comfort and satisfaction of clients, and enjoys creating a warm rapport with them. Being able to help someone complete a difficult task gives her a great sense of accomplishment. In addition to assisting with the delivery of client service functions that support our financial planning process, she is also responsible for IWM’s social media and online presence. Elisabeth has a Bachelor of Arts in English from Rowan University, which has helped her to hone her ability to communicate with and understand others. She is excited to join IWM and looks forward to all the challenges and exciting moments to come.
In her spare time Elisabeth enjoys the arts and making music, and relaxing with her cat, Cosmo. She is a published photographer and hopes to one day have her work hanging in a prominent gallery.