Elizabeth Daniels

Elizabeth Daniels

Senior Planning Associate


What sparked your interest in financial planning? What fuels you every day in your work?

I have always loved working with numbers and problem solving. The practical application of both was what really intrigued me about financial planning.  It is rewarding to help our clients put together their financial puzzle, so they can build a clear picture of their goals and future.

What do you feel is a strength that you have?

My curiosity is a strength that has motivated me to be a lifelong student and never stop learning.  It is also what fuels my interest in understanding people more deeply and helps me appreciate the value of multiple perspectives.

When you retire you’re going to…?

Hike through and explore as many of the national parks as I can with my husband.

Where did you grow up? Where do you live now?

I grew up in New York City and now live in Westwood, MA with my husband Mike, our two kids, Claire and Nate, and our dog Noah.  Having lived in Westwood for over 9 years now, I have grown to really appreciate having instant access to the outdoors, hiking trails and fresh air, something not so easy to come by in New York.