Financial Education Advisor

Elizabeth is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. She started her career in 1990 with Strong Capital Management and subsequently worked for Wells Fargo Funds Management and U.S. Bancorp Fund Services. She is a graduate of UW-Milwaukee with a Bachelor of Arts degree in English Literature and Philosophy and holds the Investment Adviser Representative license (Series 65).


*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.

Elizabeth Walter, CPFC®

Elizabeth Walter, CPFC®