Elizabeth is a Senior Retirement Plan Consultant at Executive Retirement Plans. Elizabeth received her Bachelor of Arts in Accounting from Florida Gulf Coast University. Prior to joining Executive Retirement Plans, she has worked in the retirement plan industry since 2016 and holds the ASPPA Retirement Plan Fundamentals Certificate. She has experience in managing plan compliance, plan implementation, discrimination testing, preparing IRS filings, and plan reconciliations.
In her free time, Elizabeth enjoys spending time with family and friends, fishing, going to the beach, and reading.