Our Team

Elizabeth (Libby) joined PDM in 2024. Her primary responsibilities are financial planning and client relations. Prior to joining PDM, Libby worked for Charles Schwab as a Financial Consultant in the Park Cities office. There, she built relationships with clients and focused on individual trading, professional portfolio management, financial planning, and estate planning education. Before Schwab, she worked for Ameriprise, Mercer and Careington in financial planning and project management roles. Libby graduated from Texas A&M University with a Bachelor of Business Administration and later completed a Master of Business Administration from Texas Tech University. She is a Certified Financial Planner® professional.