Our Team

Liz Updike

Elizabeth Updike - Financial Advisor

AREAS OF EXPERTISE

• Business Succession Planning

• Retirement Planning

• Estate Planning Strategies

• Investment Planning and Asset Protection Strategies

CERTIFICATIONS

• FINRA Registrations: Series 7, 63, & 65

EDUCATION

• Bachelors in Business, Georgia State University

About The Advisor

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Advisory Support Team

Alaska Evans

Project Manager

alaska.evans@osaicfa.com

NC Wesleyan Bachelor’s degree in Business Administration and Louisburg Associate’s degree in General Business

Amelia Updike has been working as an assistant learning about the financial planning business with Osaic Wealth Management beginning in June 2024. She graduated from Kettle Run High School in May 2025 and is currently taking a gap year...

Susan Beeman

Customer Service Manager

Susan is the Customer Service Manager for Liz Updike in the Vienna, VA office. She has over 12 years of experience in the financial industry and joined Liz's staff at the end of 2021. Her career began as a legislative assistant to...

Client Focus

Retirees

$250,000 Minimum
IRA, Rollovers, Investment accounts
Insurance needs, Long Term care considerations
Estate Planning Strategies
Cash Flow Planning
Accountant, Legal, and Family coordination
Tax Consideration
Health Consideration
Social Security

Business Owners

$1,000,000 Minimum estimated valuation
Buy/Sell Agreements
Business planning assessment
Business valuation
Stock concentrations and Options
Family, Accountant, Legal coordination
Estate Planning Strategies
Tax Consideration
Cash Flow Planning

Trusts

Investment Management
Administrative Coordination
Tax Strategies
Accountant, Legal, and Family coordination
Estate Planning Strategies

Corporate Services

Employee Benefits
401(k), 403(b)
LOSAP
Integration with Business Owner planning
Administration
Network benefits