Our Team

Our Team

SWA_Headshots-10-eb-cr-sm.jpgElizabeth Barrett, MA, CFP®, AIF®

Email Elizabeth
954.771.1313 ext. 5

Elizabeth serves as owner, president, and senior financial planner of Sterling Wealth Advisors, Inc., a registered investment advisor. She is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary® designee. She focuses her expertise in the areas of tax planning, estate planning, retirement planning, and investment management. Her insights have led her to become a requested speaker for seminars, workshops, and radio programs and to be interviewed by financial magazines. She has been featured in The Miami Herald, The Sun-SentinelSmart MoneyForbesMoney, and Kiplinger's Personal Finance.

Elizabeth holds a master’s degree in counseling psychology. Because of her extensive training in this area, she has the unique advantage of helping her clients understand their personal psychological beliefs regarding wealth, which often impact the way they attain their financial goals.

Elizabeth is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the Centre for Fiduciary Excellence. She is very active in her community, having served on the boards of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council. She has also served as a diplomat at The Tower Club in Ft. Lauderdale.

Elizabeth prides herself on maintaining close client relationships. Her practice has grown primarily through referrals of current clients. She is a devoted mom to her delightful young son, Sterling. She is also an avid reader, enjoys photography, and loves to travel. She has a passion for life and for the people who are a part of hers.

SWA_Headshots-8lj-cr-sm.jpgLeah Jenkins, Operations Specialist

Email Leah
954.771.1313 ext. 2

Leah is our main liaison with Schwab Institutional, the custodian for our clients’ assets. She joined our team in January 2009. She has more than 12 years of experience in the financial planning industry. She has worked with financial planning firms in Washington State and New Mexico.

Leah’s main focus is in account maintenance including functions such as setting up accounts, initiating transfers, and changing automatic deposit or withdrawal services. Her hobbies include reading, traveling, and watching anything on the Discovery Channel. Leah and her husband, Greg, love camping and traveling anywhere they get the opportunity to go.

SWA_Headshots-3kp2-cr-sm.jpgKathleen Pavese, Office Manager

Email Kathleen
954.771.1313 ext. 1

Kathleen is responsible for managing Elizabeth’s calendar and working with our IT department to keep all things technical running smoothly. She is "communication central" in our office, handling faxes, emails, and mail.

Kathleen joined our team in 2014. She earned a bachelor's degree in economics from Rutgers State University and has an extensive background in the financial markets. She and her husband, Frank, spend their time enjoying their three young children. Kathleen shares her love of cooking with her children, and Frank shares his love of the NY Giants by taking the family to games during football season.

SWA_Angela-1-cr-sm.jpgAngela Landrum, Administrative Support

Email Angela
954.771.1313 ext. 3

Angela graduated from the Tyler School of Business with certification in Computer Accounting and has worked in the accounting and bookkeeping fields for the past 19 years. Angela joined Sterling Wealth Advisors in 2006 and has added her unique skill set to the team.

Angela is a meticulous and dedicated worker with an outstanding attitude. Her primary duties include bookkeeping, client administrative support, and quarterly data entry. Outside the office, you will find Angela wrangling cattle with her family on their ranch, training dogs with her daughter, doing bookkeeping for the local volunteer fire department, or driving the six hours to play with her grandson. She stays very active keeping up with her three children, her two "daughters-in-love," her grandson, her nephews, and her three dogs.

K_Miller-web.jpgKimberly Miller, Administrative Support

Email Kimberly
954.771.1313 ext. 6

Kimberly Miller joined Sterling Wealth Advisors in May 2016. She is busy behind the scenes, supporting Elizabeth and working on product research and project development.

Kimberly earned a bachelor’s degree in international affairs, concentrating in history and Arabic, from Florida State University. She is recently married to her husband, Alex. In their free time, Kimberly and Alex enjoy playing with their dog, Luke, traveling, and spending time with family.

Jessica Riner, Administrative Support

Email Jessica
954.771.1313 ext. 3

Jessica began working with Sterling Wealth Advisors in March 2005. With more than 10 years of business management experience, she is a valuable addition to our operations department. Jessica holds a master’s degree in educational technology. Her familiarity with virtual tools and her background in small-business training assist in keeping our office running smoothly.

In her free time, Jessica, her husband, Jeff, and their son, Chase, enjoy many outdoor activities including four-wheeling, camping, and fishing. They especially enjoy spending time with their Labrador retriever, Elvis.

SWA_Headshots-1wg-cr-sm.jpgWhittney Gilmer, Communications

Email Whittney
954.771.1313 ext. 4

Whittney is responsible for the maintenance of our web site and our regular html email communication with clients. She joined our team in March 2009. She earned a bachelor's degree in communications from the University of South Florida, and she has more than 10 years of experience in web communications.

Whittney and her husband, Dan, are kept busy with their four children. They enjoy supporting each other at sporting events, swimming, taking walks in the neighborhood with the family dog, Lily, and having movie nights at home with lots of popcorn.

 

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