Elizabeth J. King


Betty is the office and service manager.  She sets up new accounts and coordinates the transferring assets as well as attending to ongoing account service needs.

“I feel the most important part of my job is to take care of client’s needs with efficiency, promptness, and professionalism.”

Betty brings a wealth of business experience to our team.  She has over 20 years of experience operating a 52 unit motel and restaurant.  Her experience in operating this business with over 15 employees has translated well in assisting Rob with working with our clients.  Betty is a Registered ParaplannerSM.

Betty starting working with her husband Rob in 1995.


Phone 508-790-7100