Elizabeth Turner, ChFC^®

I was raised in Cypress, Texas, and attended Texas Tech University, where I earned Bachelor of Business Administration degrees in Finance and Economics. I continued my education at Texas Tech, completing a Master of Science in Personal Financial Planning, and later earned a Master of Science in Accounting from Texas A&M University–Commerce.

I bring over 15 years of experience across multiple facets of the financial services industry. I began my career as a financial planner at a fee-only wealth management firm serving high-net-worth clients. Later, I joined BBVA Compass, where I supported senior leadership before transitioning into a financial planning role as the Wealth Management and Private Banking division expanded. Prior to joining United Wealth Management, I served as a Financial Planning Consultant, providing planning and operational support to wealth management firms nationwide. I hold the Chartered Financial Consultant® (ChFC®) designation.

As Chief Compliance Officer, I oversee the firm’s compliance program and ensure adherence to regulatory requirements. I also support the firm’s financial planning and operations functions, including the collection and analysis of client data and the development of comprehensive financial plans. My motivation lies in helping clients achieve clarity and confidence in their financial decisions, as well as contributing to the continued growth and success of the firm. I value the alignment of principles shared by the firm’s leadership, which is reflected in the level of service we provide.

I live in Austin, Texas with my husband, Jake, our son, Liam, and our dog, Scrappy. Outside of my professional responsibilities, I enjoy spending time with family, traveling, a good concert and watching sports.