Elizabeth Yunker, The 30

Elizabeth Yunker, B.B.A.’12

Elizabeth Yunker knows that with careful planning and a calculated approach to dollars and cents, she can help families achieve their financial goals. It’s this drive that motivates her as a financial advisor for Sanford Financial Services, a full-service wealth management practice in Portage, Michigan. As an advisor, Yunker is able to use her analytical mindset to develop solid financial plans, while also understanding that every client is unique and their plans should be too. As a female advisor in a primarily male industry, she strives to make sure all clients, especially women, are equally educated about and empowered by their financial plan.

Outside of her role as financial advisor, Yunker uses her background in sales and business marketing from WMU to plan client events, as well as create and maintain content for the firm’s marketing materials and website.

  • Wealth Management Whiz

    Financial Advisor,
    Sanford Financial Services
  • Favorite quote:

    “There are no secrets to success. It is the result of preparation, hard work and learning from failure.”
    - Colin Powell
  • Best learning experience at WMU:

    The sales classes. I knew I had valuable knowledge and ideas to share with people. The courses encouraged me to step out of my comfort zone and learn to communicate effectively and efficiently, while building relationships. These experiences prepared me for the conversations I have with my clients every day!

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