Hello! I’m Elise Loomis
Empowering Your Financial JourneyI'm a former licensed Financial Advisor with a passion for demystifying the world of finance and making it accessible to everyone. Armed with a background that includes Series 7, Series 66, and Life & Health licenses, I've spent years navigating the intricate realms of investments and personal finance. Now working on my own, I'm thrilled to share my knowledge and expertise with you.
What Drives Me?Simply put, I'm on a mission to make finance less intimidating. Whether you're just dipping your toes into the investment waters or looking to revamp your budget, I'm here to guide you every step of the way. I believe that financial literacy is a powerful tool, and it's my joy to help you wield it confidently.
Investing for Your TomorrowLet's face it, the world of investing can be a bit overwhelming. But fear not! I specialize in breaking down complex concepts into bite-sized, easy-to-understand pieces. Together, we'll explore the exciting possibilities that come with investing for your future.
More Than NumbersIt's not all about stocks, bonds, and budget sheets. I'm passionate about helping you build healthy money habits that last a lifetime. From creating realistic budgets to fostering a positive financial mindset, we'll work on establishing a strong foundation for your financial well-being.
Why Approachable?Because finance shouldn't be a secret language reserved for a select few. I'm here to create a comfortable space for you to ask questions, share concerns, and embark on a journey toward financial confidence. No jargon, no judgment – just practical advice tailored to your unique situation.
Let's Begin Your Financial Adventure!Whether you're a financial novice or looking to fine-tune your money management skills, I'm here to walk with you and to guide you. Let's embark on this exciting journey together – where your financial goals become achievable and your dreams for the future come into focus.
Ready to get started?
Let's make your financial aspirations a reality!
+ Former licensed (Series 7, 66, Life & Health) Financial Advisor within a Fortune 500 diversified financial services organization.
+ 25 years of leadership and team management within a multinational global company.
+ Entrepreneur and start-up / small business consultant.
+ Owner & operator of a succesful Bubble Tea & Crepe cafe'.
+ Hosted various financial seminars.
+ Coordinated money management classes.+ Former Financial Peace University Coordinator.
+ Developed personlized wealth plans.
+ Helped develop financial oversight boards for churches.
I have been married to my husband Rob for 20 wonderful years and am a dedicated mom of two incredible boys. Together we revel in the love and laughter they bring to our lives every single day. Our small home just outside of Austin Texas is shared with three energetic German Shepherds, adding a special kind of chaos and joy. As a singer/songwriter as well, I sing and write music that is deeply influenced by my faith in Jesus. And, of course, my day is never started without the neccesary ritual of a strong cup of coffee.