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.

K_Miller-web.jpgKimberly Johnson, Administrative Support

Email Kimberly
954.771.1313 ext. 6

Kimberly Johnson joined Sterling Wealth Advisors in May 2016. Kimberly leads many of the projects within the firm as well as coordinates with our 75+ vendors. She supervises our payables and is involved throughout the year in making sure our firm follows all compliance procedures. She also processes incoming client emails and phone calls.

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

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 three grandchildren, her nephews, and her dogs.

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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