About Elizabeth Gawronski
Elizabeth is proud to be a third generation Financial Advisor - the “apple doesn’t fall far from the tree.” Like her brother, Sean Finley, she too credits her Grandfather, John Steffen, with being a positive influence in her business and personal life. She has grown up in the business with both parents being founding team members of The Forward Group.
Elizabeth began her career in Chicago, working as an advertising investment advisor in the social media analytics industry. Her focus on the technology sector has provided her with a unique experience working directly with Google, Facebook and Instagram. She is a wonderful addition to our team as she expands our services to clients.
Elizabeth graduated with a Business degree from The University of St. Thomas in the Twin Cities. In addition, she spent a semester studying International Business in Rome, Italy. Elizabeth is also a CERTIFIED FINANCIAL PLANNER® professional, a certification earned from Northwestern University that comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning strategies. Since 2022, Elizabeth has been named to the firm’s prestigious Pacesetter’s Club, the firm’s global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first-class client service.
Elizabeth, her husband Kevin, and their daughter Charlotte Joy live in the Madison area. In addition to spending time with family, she enjoys biking on her Peloton, traveling, cooking, and reading.
Securities Agent: MN, IN, DE, UT, SC, NC, MO, MI, HI, PA, OK, OH, MA, GA, AZ, AR, RI, MD, WI, SD, NV, KS, DC, OR, NJ, NH, ID, IA, FL, CA, WY, TX, VA, TN, KY, IL, CO, WA, NY, NM, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 2069355