Elizabeth Thurman

Peter has worked within the Financial Services industry since 1991 and has been a member of the Liberty One team since its inception. Leveraging experience from his years at Oak Ridge Investments, TD Waterhouse, Coe Capital Management, and The Tranel Financial Group, Peter is able to bring a strong depth of industry knowledge to the table when working alongside Financial Advisors. Peter’s background has encompassed compliance, platform development, trading, retail financial planning, and business coaching. Peter has worked within Liberty One’s key account relationships since its inception – developing relationships with hundreds of advisors across the country who utilize Liberty One strategies in their practice.

 Elizabeth entered the financial services industry in 2017 as a Service Specialist for an industry leading third-party investment management platform. She quickly progressed to Relationship Manager, Strategic Accounts Relationship Manager, and ultimately earned the role of VP of Strategic Accounts. Her four years of third-party platform experience allowed her to gain a unique perspective on the third-party investment management landscape. Elizabeth has first-hand experience working with dozens of investment managers and hundreds of financial advisors who leverage the power of third-party asset management within their practice. Elizabeth joined the Liberty One team December 2020.

Released 4/18- Ben Pahl, President of Liberty One was a guest on Orion’s podcast, “The Weighing Machine,” hosted by Rusty Vanneman, CMT, CFA & Robyn Murray.

Listen as Rusty, Robyn, and Ben discuss why there has never been a better time to be a financial advisor.

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