Elizabeth joined the Mercurio Wealth Advisors team in January 2023 and has become an invaluable member of our team. Elizabeth works closely with our advisors to build and maintain highly personalized Retirement 360 Game Plans for current and potential clients. Licensed in Life & Health Insurance, she provides additional support for clients specializing in addressing LTC and life insurance needs. Elizabeth’s background in learning design aligns perfectly with one of our core values: education. In her work, she prioritizes clear and accessible communication of even the most complex elements of financial planning. Outside of the office, you may find her 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.