Lizzie strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the operational needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.

Lizzie enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive the highest level of attention and support.

She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.

Before joining our team in July 2022, Lizzie was a Client Associate at Wells Fargo Advisors and a Service Coordinator at Oak Capital Management. She earned a bachelor’s degree from the University of South Carolina.

Lizzie is originally from Greenville, SC and now lives in Charleston. When not in the office, Lizzie enjoys spending time with family and friends on the water, exploring new Charleston restaurants, and pulling for the South Carolina Gamecocks.