At Insignia Financial, we help you focus on your financial goals and establish a clear direction to pursue them.
Choices you make today can help shape your future.
Helping you to clearly define your specific financial goals and develop a process to pursue them is what we do.
Insignia Financial works to help develop comprehensive financial strategies unique to each individual relationship.
Effectively consulting with a team that includes CPAs, Property & Business Insurance Specialists & Estate Planning Attorneys each committed to “Providing Clear Direction”.
Valuable input from the team is key to preparing you move steadily forward to your next step, wherever you want to go.
Ending up with a unique personalized strategy. To us, it’s not just a financial strategy, it’s a life plan. Let us help guide you on your journey.
- University of Maryland, College Park-MD
- Bachelor of Science-Financial Management
Professional Registrations & Designations:
- WMCP®- Wealth Management Certified Professional
- CPFA™ - Certified Plan Fiduciary Advisor
- Investment Advisor Representative
- Series 6, 63, 7, 66
- Life & Variable Annuities
Memberships & Affiliations:
- Board of Directors - Open Door Community Outreach Center
- Investment Committee Member - The Blood Cancer Foundation of Michigan®
Currently the Vice President of Marketing at Insignia Financial Company, Elizabeth is happy that no two days are ever the same in any given week.
She is responsible for all activities related to conceptualization and implementation of marketing strategy; including business and market development, marketing research and planning, strategic direction for the promotion and growth of the firm. Elizabeth is also responsible for the design, development and coordination of all creative material including website design and social media for the firm. She also provides input and support to the firm's partnerships with charitable and local organizations, as well.
Elizabeth is a dog lover and currently has 4!
- Specs Howard School of Media Arts-Southfield, MI
- Graphic Design
- Oakland University-Rochester, MI
- Bachelor of General Studies-English & Communications Concentrations
- Life & Health Insurance License
*Not registered with Royal Alliance Associates, Inc.
I am a Financial Planner committed to providing clear direction for my clients. I realized that I wanted to be a Financial Planner before I graduated from Michigan State University’s Broad College of Business. Since graduating I have been working with young professionals to develop comprehensive financial plans. As young professionals advance in their careers, their financial needs change, and I enjoy working with them every step of the way. Our seven-step Platinum Advisory Process allows us to tailor unique financial plans for all of our clients.
When I am not in the office, I enjoy watching our Detroit Lions and Red Wings and playing my guitar.
As a Financial Planner I am able to positively impact the lives around me. I'm excited to collaborate with families, create lifelong relationships, while helping them to pursue their financial goals. I am excited to be part of a team that is making a positive difference in the lives of our clients. Some of my hobbies include, golf, snowboarding, football, traveling, and spending time with friends and family.