Who I Am
Eli has been working with money since she graduated high school, in many positions ranging from lending and customer service to licensed financial advising and insurance work. She has accumulated more than 14 years of experience. This broad base coupled with life lessons outside of the office help her keep context as she has narrowed her focus down to what she does best: helping clients prioritize money so money doesn’t prioritize them.
Specialization
As an amateur artist herself, Eli stands out in helping professional artisans. Instead of allowing money to siphon precious energy and creativity, she collaborates with those individuals who would use it to bring more vivacity to life.
Hobbies
Eli enjoys studying 14c. Italian longsword. She has both a larger library and smaller wardrobe than most people (more room for books), and is an incredibly uneducated cosmophile. 😀
My Commitment
Eli’s top commitment is to deliver the most professional experience she can, without letting sterility compromise. To her, that means listening carefully, without bias, to each client’s needs, and getting a thorough understanding of their needs and objectives. This makes the foundation to design customized and comprehensive strategies for a financial home that will protect and provide for generations. That home is built through intense accountability and crystalline transparency. Finally, the whole process must be garnished with geniality and a couple jokes along the way.
Favorite Books, Mottos, Quotes
“Non est ad astra mollis e terris via.” -Seneca (There is no easy way from the earth to the stars.)
Other Info
Eli got into the industry through many small incidents that she can explain in no other way than the Hand of God guiding her life. She stays in the business because she’s learned first hand how under-served the general populace is, and that failing of the industry is a primary contributor to the death of dreams and subsequent withering of the human spirit. In short, too many people working too hard, not enough happiness and joy because they are constrained by their relationship with money. She’s here to do something about that. I pronounce my name EL-ee
State: Utah (UT)
Date Joined: 9/26/2023
