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
A Guide To Dollar Cost Averaging
Is Food Delivery a Fad or Here to Stay?
Bring On The New Year
Five Year-End Tax Planning Ideas
The FIRE Movement - Is It Really That "Lit"?
Do's and Don'ts of Open Enrollment
Can You Use Your Retirement to Buy a House?
Five Tips for Stretching Your Money When You’re on Disability
The Benefits of Opening a Roth IRA Account for Your Kids
Should You Buy Pet Insurance?
What is the Real ROI of a College Education?
Making the Most of FAFSA®
A Childhood Hobby Turned Money-Making Machine
You Know You Want A Tesla
Will These Things Come Back in a Post-COVID-19 World?
What Do Trump's Executive Orders Mean For Me?
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.