Emerald Member
Elisabeth has been a financial adviser for over 24 years. She is a money coach, author, educator, financial coach, wife, mother, and best friend to many.
She is the founder of COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors Inc., organizations that provide comprehensive financial advising with education to help her clients achieve their desired wealth goals. Her investment philosophy has held the focus on protecting the family first, including foundational estate planning and accumulation to reach financial goals in retirement.
She is an expert in lifetime income planning, creating tax-saving strategies for business owners which keep the money on the business’s balance sheet and so much more.
Elisabeth is the author of the Wealth By Design book series.
