Elizabeth serves as a Tax Director, working directly with clients in a variety of tax areas, including individuals, businesses, trusts, and estates. She enjoys helping clients minimize their tax liability through tax planning and providing federal and state income tax compliance.
Prior to joining Creative Planning, Elizabeth worked for over 15 years in large public accounting firm. She helped high net worth individuals and businesses with their financial, income tax, retirement, and estate planning. In addition, she helped provided compliance with federal and state income taxes. For small businesses, she assisted clients with their accounting, payroll tax, and sales taxes.
Elizabeth graduated from the University of Arkansas with her degree in Business Administration & Accounting. She is Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.
She currently resides in Lenexa with her husband Steve and two children, Michael and Brandon.
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