Director of Finance
Hometown: Birmingham, AL
Director of Finance
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
How 529 Plans Can Now Fund Education and Retirement
The Mystery of the Disappearing Vacation Day
Reverse-Boomerang Effect Coming to a House Near You?
Refinance Loan Advantages
Student Loan Forgiveness: Where are we, and where do we go from here?
Chapter 13: What You Can and Can’t Do with This Designation
Could You Be Owed Money? How to Find Out If You Have Any Missing Money
Is Social Security A Ponzi Scheme?
Handling Market Volatility
The Sequel is Now Law – What’s In SECURE Act 2.0?
How to Save For A Down Payment on Your First Home
8 Edgy Ways To Make A Fortune While Staying At Home
Ways to Protect the Financial Data on your Mac from Malware
The Great Debate: Spend Now Or Save For Tomorrow?
Tax & Financial Implications of a Divorce - Things to be aware of
Employee Stock Options Explained
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ 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.