Background and Experience
Elizabeth has been in the financial services industry since 1991. Her 33 years as a Financial Advisor were preceded by 2 years as an Associated Operations Processor and Registered Client Associate. Elizabeth shares her knowledge and enthusiasm for life with clients and teammates. Elizabeth’s goal is to function as her client’s CFO. She seeks to retain the confidence and trust of her clients through a commitment to integrity, professionalism, and excellence. Her mission is to always place each client’s financial well-being before her own.
Away from the Office
Elizabeth is extremely active within the community. She is lead trustee for the Berges Family Foundation, a trustee for the Saint Louis Symphony Orchestra and sits on the boards of Barnes-Jewish Hospital, the Great Rivers Greenway Foundation, and Saint Louis Ovarian Cancer Awareness. Elizabeth’s dedication to her community is unparalleled; she is a doer, donor, and door-opener for nearly 100 area non-profits.
Elizabeth is married to husband Jim. Together they have a daughter Katherine, and sons, Kevin, and Kristopher. Elizabeth and Jim also have three delightful granddaughters, Adeline, Josephine, and Sophie. Elizabeth and Jim enjoy their family, horses, and fly-fishing.
