MBA
Retirement Plan Services Account Manager
Time is one of our most valuable, non-renewable assets. I take pride in knowing that my support helps clients focus on their core responsibilities, not their retirement plan. My goal is to help them move forward with confidence, knowing they have someone like me in their corner.
Elizabeth is an account manager on Savant’s Retirement Plan Services team in our Atlanta, GA office.
Elizabeth focuses on building and maintaining strong relationships with advisors, plan sponsors, and colleagues. She strives to educate and support her clients by committing to ongoing learning in the retirement plan industry and continuously improving her time management skills.
Elizabeth has been involved in the retirement plan services industry since 2011. Prior to joining Savant, she held roles at TIAA, Wells Fargo, and AssetMark Trust, where she developed a strong understanding of a wide range of retirement plans, including deferred compensation plans and IRAs. She led initiatives to build out standard operating procedures (SOPs) and knowledge articles for retirement relationship managers on her team – streamlining processes, improving consistency, and strengthening team performance.
Elizabeth earned a bachelor of science degree in mathematics from the University of North Carolina and a master of business administration (MBA) degree in finance from Strayer University in Herndon, VA.
Outside of work, Elizabeth enjoys spending quality time with her spouse, their daughter, and their dog Charlie. She loves traveling, attending concerts, and hosting game nights with family and friends; these activities keep her grounded and energized.