Elisa joined the team in 2022 and specializes in account operations and asset movement, marketing, and event organization. She is motivated by helping clients work toward their goals and providing exceptional support and guidance. Being a part of clients' various life stages is the most rewarding aspect of her job, whether it's opening new accounts, planning for retirement, or navigating significant life events.
Before joining the firm, Elisa gained valuable experience at Edward Jones Investments and has a strong foundation in customer service and attention to detail. After working in continuing care communities, she discovered her true passion for helping others prepare for their retirement. In her free time, Elisa enjoys exploring Northern Virginia with her fiancé, Saqeeb, immersing themselves in the local culture, playing on their kickball team, and crafting.