Elizabeth comes to Robin Glen from the worlds of insurance, risk management and wealth planning. She specializes in the design, evaluation, and implementation of various multi-generational wealth transfer structures.
Elizabeth completed both a B.A. in Psychology, and a Masters in Licensed Clinical Social Work from the University of Texas (where she played on the Longhorn Women’s Volleyball Team). She holds multiple securities licenses.
What is your planning super power?
Analyzing details to find trends, and the secret weapon of Excel. I could shoot spreadsheets out of my wrists like your neighborhood Spiderman.
Who is your hero?
What is the best piece of advice you ever received?
“There are no ‘small’ details; it all matters” – Karch Kiraly