Elizabeth Barrett, MA, CFP®, AIF®
Elizabeth serves as CEO and Senior Wealth Advisor of Sterling Wealth Advisors®. 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. 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 prides herself on maintaining close client relationships. She has a passion for life and for the people who are part of hers.