My name is Elizabeth Martin and I am the Operations Assistant here at E&E Financial Services, Inc.
I have worked in financial services for 15+ years and have supported financial advisory firms and insurance agencies. I am a “people person” and my favorite part of the job is getting to know the clients and learning about their families, stories, etc. Prior to working in financial services, I was a computer programmer where I wrote programs for banking software.
Here at E&E Financial, I work with Eric and Bonnie to ensure operational excellence and will promptly respond to our clients’ needs.