Why Work With Liz and Her Team
Elizabeth joined Northwestern Mutual in 2000 and is a graduate of the University of Louisiana - Lafayette. While her financial planning practice is based out of the Lafayette area, she services clients all over the United States. She specializes in providing strategic and comprehensive advice to help clients meet their financial goals. She often collaborates with fellow advisors as well to educate clients on management strategies and solutions.
Licenses
Series 6 & 63: Mutual Funds, Variable Annuities, Insurance Premiums
Years of Experience
Representing Northwestern Mutual since 2000.
Education
University of Louisiana - Lafayette (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2014
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2003, 2007-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2007
- Award recognizing performance
Designations
With over 20 years of experience, the following designations have been achieved in alignment with Elizabeth's commitment to providing clients with innovative, relevant solutions for their personal and business needs.
- CLU® (Chartered Life Underwriter®) symbolizes continuing growth and commitment to professionalism. By being CLU certified, it represents a level of life insurance expertise that exceeds basic life insurance underwriting requirements, the knowledge to help clients with estate planning needs and the extensive knowledge of solutions addressing the life insurance underwriting needs of business owners & professionals
- RICP® (Retirement Income Certified Professional ®) focuses on those who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals through their nonworking years and manage the many risks they may face. As coordinated planning & better decision making can improve retirement security, retirement income planning is a very rewarding area within financial planning.
- LUTCF® (The Life Underwriter Training Council Fellow) program focuses on fundamental prospecting, selling, and practice management skills, as well as working knowledge of the four practice specialties.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
