Since joining Mercurio Wealth Advisors several years ago, Elizabeth has become an invaluable member of the team. She works closely with our advisors to build and maintain highly personalized Retirement 360 Game Plans for both current and potential clients. Licensed in Life & Health Insurance, she provides expert support for clients, specializing in Medicare solutions.

Elizabeth’s background in learning design aligns perfectly with one of our core values: education. She excels in conveying complex elements of financial planning with clarity and accessibility. Combined with her dedication to finding the best Medicare options to fit each client’s needs, she empowers them to make informed and confident decisions.

Outside of the office, you may find Elizabeth experimenting in the kitchen, playing Bananagrams with her family, or walking to a local brewery with her husband and their two dogs. If you’d like to see pictures of the cutest animals in the world, ask her about her pets.