Elizabeth is a Client Communication Coordinator who joined the Daniel Wealth Management team on September 21st, 2020. With over 10 years of experience in the financial industry and over 15 years in customer service, Elizabeth brings a vast knowledge of banking and a passion for providing excellent customer service to the team.
As an ambassador of the Daniel Wealth Management brand, Elizabeth's goal is to uphold the company's core values and provide a unique and individual experience to each client. She strives to go above and beyond and add a personal touch to every interaction, building strong client relationships along the way.
Elizabeth has had the opportunity to live in multiple states and countries throughout the years and continues to travel on a regular basis as a remote employee. Her experiences have given her a unique perspective that she brings to her work at Daniel Wealth Management.
Elizabeth is a dedicated mother to her son, Caeleb, who has a strong interest in architecture. Outside of work, Elizabeth enjoys spending time with her family and traveling to new places.
In summary, Elizabeth's vast knowledge of banking and passion for providing excellent customer service make her an invaluable member of the Daniel Wealth Management team. Her commitment to upholding the company's core values and building strong client relationships ensures that every client receives a unique and individualized experience. Her experiences living in multiple states and countries give her a unique perspective that she brings to her work, and her dedication to her family and personal interests show her commitment to a well-rounded life.