Elizabeth joined the Kress Financial Services team in June of 2021. As an Advisor Assistant, she works behind-the-scenes to aid the advisors in running productive client meetings and helping wherever needed. Elizabeth can often be seen taking notes during advisor meetings and enjoys assisting clients as they seek to achieve their financial goals. She has her Series 7 license and recently received her Series 66 license.
She is originally from Clarks Summit, PA, but recently moved to Erie after working in Ohio for a few years. She has a bachelor’s degree from Penn State University and earned her MBA through Ashland University. While attending Ashland University, she also obtained her Lean Six Sigma Green Belt certification and has experience in process improvement. Outside of Kress Financial, Elizabeth enjoys hunting, fishing, and golfing. Elizabeth and her husband Dylan are happy to be closer to family and settling down in the Erie area.