Schedule a Meeting

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 toolkit which includes several guides that address topics you should consider when planning your retirement.

retirement toolkit mockup

Get Your FREE
Retirement Toolkit Here


By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Form CRS | Privacy Policy | Terms of Use

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.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.