Elizabeth is a valuable member of the Daybreak Financial Partners’ client service and operations team. She works closely with Daybreak’s team members and clients to help implement our client’s financial plans by establishing and maintaining new investment accounts and helping the advisors organize client information and data in preparation for client meetings and client portfolio reviews.
Prior to joining Daybreak Financial Partners, Elizabeth was an integral part of the client services team of BerryDunn Wealth Management and NorthStar Retirement Strategies. She has over 9 years of experience in the personal lines insurance industry. Elizabeth is a graduate of Saint Michael’s College with a B. S. degree in Business Administration.
Elizabeth resides in Gorham with her two teenaged children, Anna and Will, and their sweet and always hungry cat, Wally. Outside of the office, you can usually find Elizabeth in an ice rink, on a lacrosse field or at a golf course cheering for her kids. She is an active supporter of Stages Youth Theater and the Center for Grieving Children.