We are pleased to welcome Elizabeth Powell to the Synthesis Wealth Planning family. Elizabeth has been our bookkeeper since October 2024 and has recently taken on an additional role as Director of Operations.
Elizabeth brings years of experience from both the corporate world and her entrepreneurial endeavors. After successfully selling her business, she wasn’t quite ready to fully step away from professional life. Instead of opting for early retirement, she chose to rejoin the workforce in a dynamic part-time role that aligns with her energy and passion. “Synthesis is a fantastic team to be part of. Not only is there a clear dedication to client care, but the collaborative and supportive work environment also demonstrates the team's genuine enjoyment of working together. I love learning new things and have a genuine enthusiasm for working with numbers - yes, I’m a bit of an Excel geek! So, joining Synthesis felt like a natural fit—and expanding my role here has been an organic and exciting next step.”
Elizabeth grew up in Bernardsville, NJ, and currently resides in Hunterdon County with her husband, Marco and daughter KC. She enjoys hiking, kayaking, and traveling to unusual “off the beaten path” destinations.