Elizabeth has been a part of The Lineage Group for almost 10 years and she is the engine that makes the client experience run smoothly. The comfort and care each client gets is a direct result of her outgoing and genuine nature. Elizabeth works closely with Joe and Tony on client administration and compliance.
In working with both new and existing clients, Elizabeth is able to make sure all of their needs and concerns are addressed to their satisfaction. With new clients, Elizabeth helps make sure that every “i” is dotted and “t” is crossed. Whether it is completing the appropriate applications or making the necessary transfers, she monitors the entire process to ensure everything is done correctly.
Her focus and attention to detail keeps Elizabeth a step ahead of each client’s needs. She is obsessive about getting everything done correctly and on time, and by working directly with the client she is able to quickly and efficiently address many of the their basic needs. Elizabeth’s knowledge of the compliance process has aided the speed and accuracy in which client requests are handled.
Elizabeth lives in Tinley Park, IL with her husband Greg and twin daughters Emma & Gabriella.