Our Team
Elizabeth Barrett, MA, CFP®, AIF®
954.771.1313
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 Alliance of Cambridge Advisors, a national association of fee-only personal financial advisors offering comprehensive personal financial planning. She is also a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
Elizabeth is very active in her community, having served on the board of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council and 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.
Elizabeth 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.
Jan DeProspero, Office Manager
954.771.1313
Jan joined us in the role of office manager in March 2006. She works closely with Elizabeth in the office, performing a variety of administrative tasks and serves as our communication center. She is often the friendly voice that greets you when you call. She is the technology expert in the office and also handles client billing.
Jan comes to us with more than 25 years of experience in human resources and office management. She is a strong believer in community involvement and often serves as a volunteer coordinator for community-related projects.
Jan is the proud mom of four active boys and enjoys spending quality time with her family. Being native Floridians, they can often be found fishing in a neighborhood lake or enjoying the beach.
Jessica Riner, Administrative Support
954.771.1313
Jessica is responsible for managing Elizabeth’s calendar and scheduling client appointments. She 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 assists in keeping our office running smoothly.
In her free time, Jessica, her husband, Jeff, and their six-year-old son, Chase, enjoy many outdoor activities including four-wheeling, camping, and fishing. They especially enjoy spending time with their Labrador retriever, Elvis.
Leah Jenkins, Operations Specialist
954.771.1313
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 seven 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.
Leah’s hobbies include reading, traveling, and watching anything on the Discovery Channel. She and her husband, Greg, love taking their two dogs camping and traveling anywhere they get the opportunity to go.
Whittney Gilmer, Communications
Whittney is responsible for the maintenance of our web site and our regular html email communication with clients. She joined our team in May 2007. She earned a bachelor's degree in communications from the University of South Florida, and she has more than eight years of experience in Internet communications.
Whittney and her husband, Dan, are kept busy with three young children including a two-year-old boy who never stops! They enjoy spending time together as a family, especially swimming, visiting the zoo, taking walks in the neighborhood, and renting movies for evenings at home.
