Elizabeth Jensen Senior Wealth Strategist
Education
- Juris Doctor from Pepperdine University School of Law
- Bachelor of Arts from Brigham Young University
Credentials
- Certified Financial Planner (CFP®) designation
Expertise
Elizabeth serves as a trusted advisor to individuals and families across Central Texas in her role as Senior Wealth Strategist in the Austin office. She specializes in working alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. Her responsibilities include assessing a client's objectives, assembling a customized team, and overseeing the delivery of Northern Trust's expertise and services.
Experience
Previously, Elizabeth spent more than a decade at Wells Fargo Private Bank delivering complex financial, estate and tax planning solutions to ultra high net worth clients. Prior to that, she worked as a practicing estate and tax planning attorney advising and educating large nonprofit organizations and successful philanthropists on charitable giving techniques as well as other corporate and tax matters.
Community Involvement
Elizabeth leads the Austin office sponsorship of Entrepreneur's Organization (EO), serves as Membership Chair of the Exit Planning Exchange (XPX) Austin chapter and is an active member of the Estate Planning Council of Central Texas (EPCCT). She also serves as a community advisory board member and volunteer with Helping Hand Home and is involved with the youth program of her local congregation. Elizabeth spends most of her time outside playing sports with her husband and three children.