Elizabeth Dreyer, CFP®, CDFA®
Elizabeth is passionate about helping others through one of their most difficult times, utilizing her nearly two decades spent in the financial industry. She is a Financial Advisor, Certified Financial Planner® and Certified Divorce Financial Analyst. Prior to becoming a Financial Advisor in 2018, she spent the first ten years of her career as a CPA in public accounting, corporate financial reporting, and corporate financial planning roles. After those ten years, she spent two years in long-term care administration, guiding families through the complexities of the long-term care system and helping them navigate the challenges associated with healthcare needs.
Elizabeth is committed to help, teach, and empower those going through a transition. She serves as the leader of the Northern Kentucky Second Saturday divorce workshop and is a member of the Academy of Northern Kentucky Collaborative Professionals. She is also a board member for the nonprofit, Companions On A Journey, which provides grief support and resources to children in schools and adults who have lost a loved one.
Elizabeth enjoys spending time with her family, traveling and being outdoors. She and her husband have three children ages 5, 19 and 21.