Role and Expertise:
Elizabeth is a senior manager at Vesta who specializes in assisting individuals and businesses with tax compliance and advisory services. Her expertise in tax planning and advisory ensures clients receive comprehensive support tailored to their specific needs.
Professional Background:
Elizabeth began her career at a Big 4 accounting firm, where she focused on tax compliance services for clients in the asset management industry. She holds a Bachelor of Science degree in Accounting from the University of Oregon and a Master’s degree from UC–Irvine. Now based in the Madison market, Elizabeth brings extensive experience and insight to the Vesta team as she continues to expand her impact.
Key Accomplishments:
While Elizabeth is still building her portfolio of achievements at Vesta, she brings a wealth of experience from her previous roles. Her dedication to providing top-notch tax compliance and advisory services has made her a valuable asset to her clients and colleagues alike. She looks forward to sharing her accomplishments as they arise at Vesta.
Client Relationships:
Elizabeth believes in building long-term relationships with her clients. From the first introduction meeting onward, she focuses on understanding each client’s unique concerns and tailoring her services accordingly. Whether it’s navigating significant business changes or celebrating exciting life events, Elizabeth aims to be a trusted advisor whom clients turn to for all their tax-related needs.
Personal Interests:
Originally out of state, Elizabeth now lives in Madison and enjoys being active in her local community and spending quality time with her family. She volunteers with Girls on the Run – South Central Wisconsin, where she supports youth development and empowerment. Her commitment to continuous learning and personal growth enriches both her personal and professional endeavors, making her a well-rounded and approachable member of the Vesta team.
