Colorado Springs

Elizabeth Roberts

Client Service Operations Manager

8580 Scarborough Drive, Suite 145
Colorado Springs, CO 80920

Elizabeth Roberts
Elizabeth Roberts

About Elizabeth

As the client service operations manager, Elizabeth oversees the operation of Buckingham's client service team, ensuring that its associates are fully equipped with the skills and resources they require to meet a wide range of client needs while delivering on a truly outstanding experience.

From an early age, Elizabeth’s dad taught her the importance of being knowledgeable and confident with money. She understands that not all wealth management conversations are easy but believes educating yourself and understanding your finances are vital to achieving your goals. Taking her dad’s lessons to heart, she’s dedicated her education and livelihood to the financial world. She earned bachelor’s degree in personal financial planning and business administration from the University of Missouri-Columbia. She then went on to work as client service associate for a broker dealer before joining Buckingham in 2018.

Away from work, Elizabeth enjoys trying all types of food, though tacos top the list. She loves exploring her neighborhood, traveling, trying new craft breweries or tuning into one of her various streaming platforms. She’s proudly thriving in her millennial lifestyle. The Atlanta, GA native currently resides in Colorado Springs, CO, but travels home often to see her parents.