Elizabeth Andy

Elizabeth Andy

Director of Operations

Domicile State: PA
Phone: (412) 914-8403
Fax: (412) 564-5167

Elizabeth joined our firm in June of 2011.  She has a Bachelor of Science from Carlow University with a triple major in Forensic Accounting, Accounting and Business Management and will be completing an MBA in Human Resource/Leadership at Waynesburg University April of 2013. 

Elizabeth is responsible for overseeing company operations including accounts receivables, accounts payables, journal entries, budgeting, and completing performance management reviews for entire staff. Elizabeth also analyzes pricing models and agreements for the company.

Additionally, Elizabeth assists the team by reviewing investment platforms for retirement plans as well as services and supports the investment work by utilizeing planning software for investment clients.