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Leader of KSG (Kid’s Small Group)

Toastmasters member

20+ years of industry experience

Involved with the hospitality committee at church

Will video conference with clients to make it easier

Get to Know Elizabeth

Elizabeth Mothershed is quite the people person. It is her connection to people that drives her commitment to help her clients achieve financial independence. Viewing no one as a stranger, she is able to make any client feel comfortable when working with her. She also utilizes her interpersonal skills in her involvement with Toastmasters. Her dedication to working with others to help them bring out their best is the key to her professional success.

Family is everything to Elizabeth, and her pride and joy is being a grandmother to her son’s two children. She also works with children as the leader of a Kids Small Group (KSG) for 5th graders with her church. In addition to her time with children, she is also an avid Los Angeles Lakers and Dallas Cowboys fan.

With two decades of experience in the financial industry, Elizabeth excels in working with clients and providing them with retirement strategies, college savings plans, insurance planning and investments that cater to their specific needs. Elizabeth currently holds a Series 6, 7 and 63 Securities registrations with LPL Financial. She is also licensed for Life, Health, and Accident Insurance.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934