PERSONAL FINANCIAL SERVICES - Key Persons
Elizabeth is a Bloomington native, dedicated community volunteer, and the founder of Personal Financial Services. She has more than 20 years of experience as an accountant and is an IRS Enrolled Agent - a federal designation she requires every preparer on the Tax Services team to meet as well. Elizabeth loves running her business by example: as a single mom, she encourages a healthy work-life balance among the staff; as a business owner, she makes her own company flexible with and accessible to others; and as a community steward, she's committed to making her business inclusive of those with unique needs. With a strong team behind her, Elizabeth and Personal Financial Services are on a mission to make it possible for both her clients and her staff to improve their financial quality of life and reach their goals.
Job Titles:
- Tax Coordinator / Executive Assistant
You might recognize this Bloomington native from when he worked at his grandparents' Vance music store downtown. At PFS, Justin handles client relations, file organization, and tracking down documents to get your taxes ready to prepare. As our only full-time male staff member, Justin has the emotional intelligence necessary to hold his own in the office.
Walk into our Bloomington office or call our phone line, and you already know Kristin. She joined the team in 2017 with experience in both accounting and serving the elderly and disabled communities. It's hard to feel stressed around Kristin - she brings a thoughtful touch and lively energy to our front office.
We're not sure what makes Lisa better suited to our Fiduciary Services: her job experience with the Family and Social Services Administration, the disabled community, and as a certified nurse aide; or her outgoing, compassionate personality. You'll never meet someone happier to maintain health insurance, schedule medical appointments, or hold a service provider's feet to the fire than Lisa.
You're probably already familiar with Magen's calming voice if you've called our office recently. This girl brings the experience when it comes to customer service - she's even worked within Medicaid, so she especially understands our clients who are navigating the program. When she's not taking care of clients and office to-do's, chances are Magen's spending time outside with her kids.
Job Titles:
- Tax Administration Assistant
The complex details and pressing deadlines of tax work have met their match in Sydney and her easy-going, friendly personality. Whether she's assembling or updating a tax file, or communicating with tax clients, Sydney's always cool as a cucumber and sweet as sugar. She's committed to lifelong education and loves learning something new each tax season.