Director of Finance
Hometown: Birmingham, AL
After receiving her undergraduate degree from Mercer University and her Masters in Tax Accounting degree from the University of Alabama (Roll Tide!), Elizabeth married her college crush, David. Elizabeth and David have been married for 21 years and they are currently living in Roswell raising four children (including a set of twins), a sweet black cat who wears a red bandana, and a crazy but sweet black lab that eats too many socks.
Are you an early bird or a night owl?
What would the title of your autobiography be?
Don't Ask Me How I Manage It All, 'Cause I Have No Idea How I Do: I Just Do!
If you could only listen to one song for the rest of your life, what would it be?
Forever In Love by Kenny G
If you could have the power of teleportation right now, where would you go?
What is the last TV show you binge-watched?
Ted Bundy: Falling For a Killer
Motto or personal mantra?
"Somebody's gotta do somethin"
What inspires or motivates you to do your job, as it relates to the customer experience?
Knowing that I'm helping people keep their business transactions organized in a manner they can easily analyze/interpret the direction of the profitability of their operations
Are Your Children On The Hook For Your Long Term Care?
Peloton - A Different Kind Of Investment
The SECURE Act Impact On Your Retirement
Estate Planning: Start Now, Not Later
What Are Your Options If You Can't Pay Medical Bills
Accumulate Points While At Home
Is Now A Good Time to Cut the Cord?
Benefit Changes for Your Retirement Plans
The CARES Act
Coronavirus: What To Do If You Get Laid Off From Work
What to do When You Feel Market Whiplash
Personal Finance Tips for Someone on a Fixed Income
What Coronavirus Can Remind Us About Personal Finance
What Now? Assessing Investment Philosophy During a Down Market
4 Rewards Discounts You’re Not Getting
Here’s How Much it Costs to Raise a Child
Background and qualification information is available at FINRA's BrokerCheck website.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.