About Elizabeth


Elizabeth McCollum CFP®, CEP®

CREDENTIALS

  • CFP® Certified Financial Planner

  • CEP® Certified Estate Planner

  • MBA from The Wharton School, University of Pennsylvania

EXPERIENCE

  • Vanguard advisor and Chief of Staff for Advice

  • CEO of Hana Group North America, a five-company firm owned by Permira Private Equity, London

  • VP Operations, Bonefish Grill

  • RVP Outback Steakhouse

  • RVP LongHorn Steakhouse

  • Corporate finance positions at LongHorn Steakhouse and Olive Garden

SPECIALTIES

  • Transitions into retirement and retirement income strategies

  • Customized, complex estate planning

  • Boutique style, high-touch wealth management services

Let’s Schedule An Introductory Meeting