Elizabeth performs a variety of client service and administrative duties for the practice, including scheduling meetings, updating agendas, and running performance reports. As a key member of the team, she assists Mark in providing quality service by addressing client needs, providing solutions, and completing essential paperwork such as beneficiary updates and financial planning agreements.

Elizabeth brings nearly 10 years of experience in the financial services industry, including six years working alongside Mark. Her professional background includes working as a teller at Norwood Bank and also as an analyst at Boston Financial.

Outside the office, Elizabeth enjoys staying active at the gym, sewing, and reading. She also loves spending time at the beach and cheering on the Patriots. Elizabeth currently resides in Canton with her three children.