Elke began her career in the financial services industry in 2000 at UBS. She later moved to Wells Fargo in 2007 and joined Merrill Lynch Wealth Management in 2016. Today she is the senior advisor for the team and her responsibilities include relationship management, wealth management planning and portfolio investment selection.

Elke enjoys developing long-term relationships with clients and their families. She also has a nuanced understanding of the needs of women, many of who will take full responsibility for their finances at some point in their lives as widows or after a divorce. Experienced in moving, transferring and liquidating assets for separating spouses, Elke works with their attorneys and accountants and assists with wealth management strategies to help with their ever-changing needs as they continue to look to the future.

She believes that effective wealth management should begin with what’s important to clients on a personal level such as generating income in retirement, funding a child’s education or transferring wealth to younger generations or charitable organizations. Elke creates an investment approach that’s customized to address clients’ unique goals and concerns and help them pursue the financial futures they envision.

After earning her bachelor’s degree in finance and international business from Baylor University in Waco, Elke went on to earn her M.B.A. in finance from the University of Dallas. She also holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Certified Investment Management Analyst®, CIMA® designation. Elke is a member of the Financial Planning Association (FPA®) and the Investments & Wealth Institute™ (The Institute). She and her husband, Bill, reside in Frisco with their busy, blended family of five children, Matthew, Kyle, Nicholas, Julia and Olivia. In her spare time, Elke enjoys playing tennis, traveling, working out and volunteering at her daughters’ school, Prestonwood Christian Academy. 

Since starting his career in the financial services industry in 2000, Dan has worked for UBS, Wells Fargo and Merrill. Today he focuses on relationship management, marketing and operations for the team. He strives to form life-long relationships by making his clients feel well cared for through responsive financial management, a personal approach, and regular communication.

An excellent communicator and listener, Dan’s approach to addressing clients’ goals is to spend a great deal of time with them to learn about their financial objectives and concerns. He begins by understanding their hopes and fears and what might be preventing them from achieving their goals. He works diligently to help clients bring all of the parts of their financial lives together to implement a seamless, disciplined wealth management strategy to help them build, preserve and transfer their assets.

While clients are still working, Dan can draw on a full suite of retirement planning software to help determine whether they’re on track to retire when and how they desire. After they retire, he can develop financial strategies designed to generate income, help maintain their lifestyle throughout their retirement and reduce the risk of eroding their legacy.

Dan received a bachelor’s degree in finance from Texas Christian University in Fort Worth, and continued his education by earning a M.B.A. in marketing from the University of North Texas in Denton. He and his wife have two sons. A longtime musician, Dan enjoys spending his spare time playing trombone in a local jazz band.

Elizabeth is a Registered Wealth Management Client Associate who began working in the banking industry with Bank of America in 2008.  She moved to Merrill Lynch Wealth Management in 2014 and began working with the Rhoda Rossetti Group in 2016.