Elizabeth Evanisko CRC®

Wealth Manager, Founding Partner

Since 2007, Elizabeth has been bringing her compassionate, honest approach to client relationships along with her extensive professional experience. As a Wealth Manager, she has a deep commitment to helping people and enjoys the opportunity to work one-on-one with clients and help them identify their most important goals and dreams.

“Growing up - my dad owned an auto repair shop that my Grandfather started. He worked with generations of people who trusted my family. Crawling under a car never enticed me, but the relationships he built on trust lasted for generations. This career allows me to have those things too.”

Clear, direct advice geared toward each individual is a hallmark of Elizabeth’s style. She appreciates the hard work that went into earning and saving the money that is being entrusted to her care as a significant responsibility.

Education

  • SUNY Fredonia graduate with a double major in economics and political science.
  • Series 6, 26, 63 and 65 registrations
  • Life, Accident & Health Insurance license.

Elizabeth continues to act on advice she received early in her career—to live each day in light of the legacy she will leave and consider what her ultimate reputation will be at the end of her days.

Western New York has been her home her whole life; she currently lives in Eden with her husband and young family. Life in a small town suits her well, allowing her to spend plenty of time outdoors with her family.