Elizabeth joined Heritage Financial Consultants in July 2024 and serves as the firm’s Corporate Events Coordinator. She works closely with the Chief Operating Officer and partners to plan, coordinate and execute firm events. Elizabeth also maintains relationships with wholesalers and oversees initiatives from the Financial Planning and Investment Committees.

Prior to joining Heritage, Elizabeth served as Chief Compliance Officer at Corbyn Investment Management, overseeing the company’s compliance program, corporate accounting, and third-party service providers. Additionally, she served as the Chief Compliance Officer at Greenspring Fund, overseeing the Fund’s compliance program, third-party service providers, and Board of Directors’ meetings.  Elizabeth has demonstrated strong leadership and expertise in compliance and financial management throughout her career. 

Elizabeth graduated from Loyola University Maryland and has a background in accounting and compliance. She has been in the Financial Services Industry since 1991.