06/01/2026
A message from our president:
Five years ago, when I hired Elizabeth, we didn’t even have an office—just two people working from home, building something we believed in and figuring it out day by day.
Fast forward to today, and together we’ve grown into two offices, more than $429 million in assets under management, and the privilege of serving over 750 clients.
Numbers tell part of the story, but they don’t capture the dedication, loyalty, consistency, and heart that Elizabeth has brought to this company every single day for the last five years. Through growth, challenges, long days, and exciting milestones, she has been a constant presence and an incredible partner in helping build what this firm has become.
I’m so grateful she took a chance on this vision—and even more grateful she’s still here helping lead us forward.
Thank you for everything you do, Elizabeth. This milestone is incredibly well deserved.
