Elizabeth brings a unique blend of financial services, nonprofit executive leadership, and philanthropic strategy to her work with advisors and UHNW clients. She began her career in investment management industry and later helped start Vanguard’s ETF distribution by partnering with leading private wealth firms across the Midwest. Most recently, she served as President of Regina Dominican High School and today collaborates with private bankers and clients to integrate charitable giving into broader legacy, estate, and wealth planning strategies.