Client Service Associate
Elizabeth became a member of the Daniel Wealth Management team on September 21st of 2020. Elizabeth comes to us with a vast knowledge of banking due to having over 10 years of experience in the financial industry and over 15 years in customer service. She has a passion for providing excellent customer service and building strong client relationships.
Elizabeth’s goal as a Client Service Associate is to be an ambassador and represent the Daniel Wealth Management brand by making sure to uphold the company’s core values. She strives to provide a unique and individual experience to each client by going above and beyond, and adding a personal touch with every interaction.
Elizabeth has enjoyed the opportunity of living in multiple states and countries throughout the years, and continues to travel on a regular basis as a remote employee. She has one son, Caeleb, who has an interest in architecture.