Elizabeth Mothershed
Financial Executive

Elizabeth started in the Financial Services industry in 1998. Since 2001 she has loved being a part of the Trilogy Financial team. She excels in working with clients and providing them with retirement strategies, college savings plans, insurance planning and investments that cater to their specific needs.

She is quite the people person, and has never come across as person she hasn’t embraced with her warm personality. Viewing no one as a stranger, she is able to make any client feel comfortable when working with her. With her southern background, if you get within a foot of her the hugs start to fly! Her loving nature is one of the reasons for her great success in the industry; she truly cares and wants the best for her clients.

Elizabeth currently holds a Series 6, 7 and 63 Securities registrations with LPL Financial for California, North Carolina, Texas, Georgia and Nevada. She is also licensed in California, North Carolina and Texas for Life, Health, and Accident insurance as well.

Family is everything to Elizabeth, and her pride and joy is being a grandmother to her son’s two children. Being such a young grandmother, she loves that they affectionately call her G’Mama. Besides loving her family, she is also an avid Los Angeles Lakers and Dallas Cowboys fan.

(949) 221-8105 ext. 2109
  Strategic Partners



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