Simplified Financial Advice.
Elizabeth joined the Carson Wealth WDM Team in January 2023. She has worked closely with Matthew, Partner & Director of Operations, to learn her role as a Client Associate.
Elizabeth’s duties include administrative tasks, providing superior client service and supporting day to day Advisor activities.
Before joining the team, Elizabeth developed and led special education programs in private schools; one in Wisconsin and one in Ohio. When her family decided to return home to Iowa, she decided to begin a new career path at Carson Wealth WDM. She has had many experiences in both education and business and her overall drive is helping people reach their goals.
She and her husband, now empty nesters, enjoy swimming, reading, watching movies and dining out.
Elizabeth was excited to join a team of people who value collaboration, integrity, honesty, trust, loyalty, and perseverance in order to create, not only a great work environment, but the best client experience possible.