Elizabeth founded Timeless Wealth Management in 2025 after working closely with her father in his financial advising business for 7 years. She has over 15 years of experience in operations and financial planning. Her career spans both large and small advisory firms, giving her deep expertise in private wealth management, foundations and endowments, and retirement plans.
Elizabeth’s knowledge covers mutual funds, stocks, ETFs, separately managed accounts, limited partnerships, private equity, and private real estate. This allows her to offer clients diverse strategies and tailored solutions. She particularly enjoys comprehensive financial planning and scenario analyses, guiding clients toward achieving their short- and long-term goals.
Elizabeth earned her Certified Financial Planner (CFP®) designation in 2021. She has a particular interest in Environmental, Social, and Governance (ESG) investing, helping clients align their portfolios with their personal values.
A native Oregonian, Elizabeth enjoys traveling, hiking, exploring Portland, and spending time with her two dogs.