Elizabeth leverages over 20 years of industry knowledge and experience in multi-generational wealth management, advanced wealth planning, and tax-considerate asset allocation. Elizabeth’s area of emphasis within the practice is to provide a disciplined approach to investing and a holistic client experience that integrates many aspects of her clients’ financial lives.
Elizabeth joined Randolph Wealth Management Group, an RBC Wealth Management Advisory Practice, in 2024. Prior to RBC, Elizabeth served as a Director in Client Advisory for Envoi, LLC, based in Minneapolis. Previously, Elizabeth held roles at Morgan Stanley, Merrill Lynch, and Cercano Management. Elizabeth graduated with her Bachelor of Arts in English from Northwestern University and her MBA in Finance and Marketing from Kellogg School of Management.
Elizabeth and her husband, Andy, along with their two children, John, and Lily, live in Orono, Minnesota. Elizabeth served on the Legacy Advisors board for Children’s Minnesota.