Elizabeth Carlson

Elizabeth Carlson

Financial Advisor

Liz joined the Bridger Financial Group team in May 2016 as an intern through the Penn Mutual Pathways Program. She served as the Director of Marketing for the team for two years and more recently as a Senior Client Associate before transitioning into her current role as a Financial Advisor. Liz holds FINRA Series 7 and Series 66 licenses as well as a PA Life, Health and Accident Insurance license. 

Her primary responsibility is to assist the senior advisors on the team with plan development and design. She also participates in client meetings and helps to create an organized and efficient process for implementing financial plans.

Liz holds a BA degree in Communication and Public Relations from Thiel College in Greenville, PA. Her background in communication has allowed her to develop a passion for interacting with clients and ensuring that they receive top-of-the line service. 

Originally from the small town of Kane, PA, Liz relocated to the Steel City following her college graduation in May 2017. In her free time, she enjoys visiting her family back home and disc golfing. She is also an avid Denver Broncos and Penn State Wrestling fan.

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Phone 412-733-4006