Elizabeth Mahlenbrock

Client Service Specialist

As a dedicated virtual assistant, Elizabeth brings over three years of experience supporting financial advisors, helping them stay organized and focused on serving their clients. With a strong background in both finance and the medical field, she offers a unique perspective and a keen attention to detail that ensures her clients receive top-notch service.

Before transitioning into finance, Elizabeth worked in the medical industry, where she honed her skills in multitasking, problem-solving, and customer care—skills that now seamlessly translate into her work with financial advisors. Elizabeth is passionate about her role because it allows her to contribute to the success of her clients while balancing the joys of family life. As a mom of two, she treasures the flexibility that her position offers, allowing her to be present at home with her kids while still providing expert assistance.

Outside of work, Elizabeth enjoys spending quality time with her family, whether it’s camping in their travel trailer or cheering on the Phillies at a game. Hiking and exploring the outdoors are favorite pastimes, and she’s always up for a new adventure. When she's indoors, you can find her experimenting with new recipes in the kitchen or indulging in her love of true crime by binge-watching murder documentaries.

As she embraces more free time, Elizabeth is eager to explore new hobbies and personal interests, continuing to grow both professionally and personally.