Broker Check

About Elizabeth


With nearly a decade of experience as a financial planner, Elizabeth has made it her mission to understand each client's unique financial situation; serving the investment and protection needs of individuals, small businesses and families. Elizabeth's passion to serve as a constant resource to her clients was inspired by her father, the founder of Lefebvre Financial Services, a highly accomplished financial planner, who served his clients for over 40 years until his passing on March 5th, 2011. Elizabeth has carried on the same core values and business principles her father lived by into the successful practice she provides her clients and community with today.


Elizabeth holds her Series 7, Series 63, and Series 65 securities licenses, is licensed to sell Life, Accident and Health insurance and during her tenure at MetLife, was recognized as a Leaders Conference Qualifier from 2009-2015, and a Platinum Conference Qualifier in 2016.

Elizabeth earned her Bachelors Degree in Business from the University of Richmond, and her Masters in Education in Curriculum Development and Instruction from Fairfield University. She's an active member in the Junior League of Greenwich, a woman's organization whose mission is to promote volunteerism, empower women and improve the community, a PTA member at the International School at Dundee, and an active member of the University of Richmond Alumni Association. Elizabeth currently resides in Greenwich, Connecticut with her husband Chris, their two daughters, Colette and Evangeline, and their dog Mr. Miyagi. In her free time, she enjoys skiing, playing tennis, and cooking with her family.


I am licensed and registered to offer products and services in various states. Licenses and registrations will vary. Domiciled in CT.




Elizabeth's Core Values

Our business is built on a foundation of thoughtful life and business values.

Learn more