Elle Swart, CFP®
Examiner · DISC type csElizabeth is a Senior Vice President of Investments and a CERTIFIED FINANCIAL PLANNER® professional with Wells Fargo Advisors. With a career starting in 2005, she focuses on portfolio construction, risk management, and estate planning strategies, leveraging her Business degree from the University of Wisconsin-Whitewater to guide clients.
Outside of work, she is an Executive Member at Large for the Community Foundation of Southern Wisconsin. She lives in Milton, WI, with her husband, Logan, and their two children. The family enjoys cooking, entertaining guests, and traveling together to new culinary destinations.
Unique fact: Elizabeth is a passionate foodie who loves to travel with her family specifically to explore new food destinations.
Read the full overview →How Elle shows up
The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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