Elizabeth, “Liz” Hitchcock joined the Pontem Financial team in September of 2018. Her strong customer service and organizational skills have carried her through her exceptional ten-year career as an administrative assistant. In her previous jobs, she was acclaimed for improving workflow processes and was respected as an effective problem solver, in various roles. She truly cares for everyone she serves and her pleasant disposition shines through in every interaction with our team members and our friends and customers. Her current position encompasses scheduling and confirming appointments for the advisors on the team, as well as assisting clients embark on their journeys into our financial planning software by establishing their wealth management websites. She keeps herself extremely busy yet still found time to play a key role in smoothing out many of our processes so that we are more effective, efficient, and proactive in supporting the needs of our clients.
Liz is also very active outside of her duties at the office. She’s hugely proud of her two children, Amber and Sebastian and a doting wife to Jesse. She enjoys volunteering as part of the Teddy Roosevelt High School Band Parents Club and is an avid supporter of her son’s baseball teams. Whenever one of her children join a sporting team, Liz is always present, full of cheer and encouragement.
Liz acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. Waddell & Reed is not affiliated with any other entities referenced. 02/20