Elizabeth began her financial career in 2000 with a focus on residential and commercial mortgages before switching to investments in 2008, when she joined The Vanguard Group.
While with Vanguard, Liz earned her Series 7, 63, and 65 registrations and obtained her CERTIFIED FINANCIAL PLANNER™ professional designation in 2018. During her tenure, Liz worked exclusively with ultra-high-net-worth families, which helped her develop a deeper appreciation of the complexities involved with wealth management.
In 2019, she transitioned from Vanguard and took on the role of Director of Advanced Planning with an independent financial firm that specializes in alternative investments and insurance products. The years Liz spent with this firm were instrumental to her understanding of the more complex and sophisticated investment products available to accredited investors today.
Liz brought her extensive experience, as well as her passion for helping clients, to MFG when she joined the firm as a financial planner in August of 2024.
Born and raised in Bucks County, Liz is an alumnus of Conwell-Egan Catholic and graduated Summa Cum Laude with a degree in Business from Gwynedd-Mercy University. She and her husband, Matthew, love to travel and cook together, and have been known to frequent the occasional Comic-Con and Marvel movie premieres. They live in West Chester with their two chihuahua puppies, Ren and Stimpy.