Before joining our team, Eli enjoyed a successful career in Corporate Finance managing strategic operations and process improvement projects. She is a creative and passionate individual, ready to bring in new and fresh ideas to the firm. She’s happily married to her high school sweetheart and is the mother to two boys ages 13 and 9. She enjoys volunteering at her local church and loves chocolate chip cookies.
Why did you decide to join the team at Eaton Financial Group?
Having a degree in Finance, I totally get the importance of correctly managing money and saving for the future. I wanted to be part of a team dedicated to teaching others to be financially stable (and successful) in life, as this is one of my personal life goals.
What are some of the projects you’ll be working on in the next year?
Over the next 12 months, i will study for and receive my industry insurance and securities licenses. During that time, I will also continue to expand my knowledge of the best practices of financial planning, including the Fiduciary responsibilities of assisting clients. My goal is to become a fully licensed advisor by the 4th quarter of 2019.
I will also be responsible for the administrative operations of Eaton Financial Group, including assisting our clients with their account related needs, operating the physical office, and assisting Douglas Eaton with his planning responsibilities.
What do like to do for fun and relaxation?
Cruising! I love living in South Florida as it is an easy sailing point to visit the Caribbean and enjoy new cultures and delicious food together with the family.