Broker Check
Elizabeth (Liz) Carlson*

Elizabeth (Liz) Carlson*

Financial Advisor

Click here to schedule time with Liz

As a young professional trying to navigate a new career, the team at Bridger Financial Group helped me
to discover my potential and make those possibilities a reality. We want to do the same for you and your
financial plan.

At Bridger Financial Group, we are passionate about helping individuals, families, and businesses
understand and organize their financial lives. We strive to do so in a casual and comfortable
environment that allows us to build lasting and trusting relationships with our clients.

I am lucky to have been with Bridger Financial Group for five years now, first as an intern and more
recently as the Director of Marketing. In 2018 I obtained my FINRA Series 7, Series 66 and PA Life, Health
& Accident Insurance licenses and transitioned into my current role as a Financial Advisor.

My primary responsibility on the team is to assist the senior advisors with plan development and design.
I also manage my own book of business and help my clients understand and organize every element of
their financial "junk drawer". Working together, we create a cohesive, efficient, & ever-evolving strategy
to help them achieve their financial goals.

I hold a Bachelor of Arts degree in Communications and Public Relations from Thiel College in Greenville,
PA. In my spare time, I enjoy visiting my very small and wonderful hometown of Kane, PA and watching
sporting events, especially football and collegiate wrestling. I have spent time in 40 of the 50 states
and hope to check the other ten off my list soon. I currently serve on the Board of Directors for the
South Hills Chamber of Commerce and am an active member of the Society of Financial Service