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The Advisor's Resource for Financial Plans

(303) 997-8834
Info@DelegatedPlanning.com

Mary Elizabeth Ivy has enjoyed over a decade in the financial services industry.  She graduated from the Darla Moore School of Business at the University of South Carolina, earning a Bachelor of Science degree in Finance and Marketing.  In 2008, she obtained the CERTIFIED FINANCIAL PLANNER™ Professional designation.  She continues to further her education, most recently earning the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning®.

Elizabeth is the founder of Gordon Financial, LLC and is a member of The National Association of Personal Financial Advisors (NAPFA), as well as the XY Planning Network.  She lives in Charleston, S.C., and loves spending time on the beach with her husband Nate, and two daughters, Madelyn and Ellie.  Elizabeth also enjoys reading, playing golf, and going on bike rides whenever possible.

Elizabeth Ivy