PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219

Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

Elizabeth Mortensen

Director of Marketing
 

As Director of Marketing, Elizabeth is responsible for overall marketing strategy, brand management, and overseeing marketing programs. Her mission is to connect retirees and pre-retirees with the financial advisor who can help them build the custom retirement plan to meet their unique goals.

Previous to joining the firm, Elizabeth was a National Marketing Manager for one of the largest Construction Management companies in the nation. Her experience also includes marketing management positions for companies in the design, finance and legal sectors.

A holistic marketer, Elizabeth loves mixing traditional marketing with new school thought, and has a knack for combining creative and analytical thinking. Her breadth of skills stems from her diverse professional experience and educational background. She studied Architecture at Boston Architectural College, and earned a Bachelor's in Business Management with Marketing Concentration from Boston University.

Originally from the east coast, Elizabeth has lived in Boston, New York City, Philadelphia, and metro Washington D.C. She moved to the Phoenix area with her husband and enjoys raising their son in the sunshine and outdoors. Elizabeth loves travel, wine, food and entertaining.

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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