She started her professional career with New York Life Insurance Co and NYLIFE Securities. In her pursuit to serving her clients as an independent financial advisor, she joined the Harvest Group Financial Services, where she counseled individuals and families in all facets of financial planning. Following the firm’s acquisition by a large national financial management firm, Elizabeth, true to her dedication to helping clients develop lifetime wealth strategies as an independent advisor, founded Optimal Wealth Services.

With almost 20 years of experience, Elizabeth continues to expand and partner with likeminded professionals to deliver holistic financial planning services based on fiduciary principles. Guided by her passion to help clients achieve their life goals, Elizabeth is a firm believer in educating her clients and the community through publications, seminars, and webinars.

Elizabeth also practices giving back to the community and is active in several non-profit organizations. She resides in Washington Crossing, PA, and enjoys spending time with her husband and their three sons.

karolina matyka

Client Services Manager

Karolina brings a strong background in client advocacy and operations to her role at Optimal Wealth Services. She holds a Bachelor of Science degree in Business Administration (B.S.B.A.) with a minor in Political Science from LaSalle University. Prior to joining the firm, Karolina spent eight years as a senior paralegal at a personal injury law firm in Philadelphia, where she managed the full litigation process from initial client contact to final settlement.

Originally from Poland, Karolina is fluent in both Polish and English. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ certificate to further deepen her knowledge of the financial services field.

Outside of work, Karolina is passionate about the arts. She serves on the Board of Directors of a local nonprofit theatre company, where she also lends her talents as a director, stage manager, producer, and photographer.