Elizabeth Perry Client Services Associate


With 30+ years of experience in the financial industry, Elizabeth enjoys working with our clients and strives to go the extra mile.  Her infectious laughter, a smile that lights up the room, and positive attitude make her a wonderful asset to the Client Service team. There isn’t much she hasn’t seen so everyone in the office is eager to learn from her library of knowledge.


A proud mother of two, her primary focus away from the office is family. As time allows, Elizabeth enjoys spending time with friends, discovering new recipes in the kitchen, and the occasional camping adventure.