Elizabeth brings a unique and valuable set of skills as Wealth Advisor and Investment Advisory Representative with Avantax Investment ServicesSM. Her leadership skills and focus on organization, accuracy, and keen attention to every detail allows Elizabeth to guide our team in providing clients with comprehensive & accurate solutions to complex financial issues. She has a specialty in trusts, estate planning and retirement planning that provides the best possible experience for long-term investors. We work together with our CPAs , Strategic Investment Teams, Estate Attorneys and Life Insurance Specialists to ensure important areas of financial strategy are considered.
Clients of Robnett Financial have come to rely on Elizabeth to understand the fine points of their personal wealth needs and are comforted knowing she is managing those details on their behalf. Elizabeth's expertise in tax and wealth management contributes to our goal of building meaningful client relationships.
She lives in Cedar Park with her family and you can find them playing basketball , cooking at home and riding the bike trails at Brushy Creek.
Robnett CPA's & Financial Advisors focused on tax-smart investing. Smart is good. Tax-Smart is better.
PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS
- Series 7 - General Securities license
- Series 66 - NASAA Investment Advisors Law Exam securities license
- Life Insurance, Disability, HMO, Long Term Care & Annuities - General Insurance Agent - Texas
- Financial Professional, Avantax Investment ServicesSM
- Bachelor of Science from the University of Texas at Austin