CEO & Retirement Program Specialists
Elizabeth Clark, AIF Chief Executive Officer
Elizabeth Clark is our Chief Executive Officer. In this executive role, Ms. Clark assists the Board of Directors in the coordination and management of our members’ retirement investment portfolios.Ms. Clark has been with us for 16 years and has been in the investment industry for 25 years. She is originally from the East Coast and graduated from Washington University in St. Louis with a degree in Sociology, and two minors in Business and Women’s Studies.
Elizabeth began her career in finance at Boatman’s Bank (now Northern Trust Company) in St. Louis, Missouri as an Assistant IRA Administrator. The following year she moved to the investment division of Boatman’s Bank and was soon asked to join the Guaranty Trust Company (a privately held family bank) as an Investment Advisor.
Elizabeth’s experience includes finance, management, retirement counsel and administration, trust investment advisory, sales and fashion merchandising. Her one-on-one service to CDG members and her knowledge of the retirement industry ensures that our dentist members are receiving the best investment advice possible.
Elizabeth resides in Sacramento and maintains a lively household with 4 dogs and 1 cat and her adult children dropping by.
Nicole Eppley, CRPC Retirement Program Specialist
Nicole began her career as a Financial Advisor at Merrill Lynch and then later with Morgan Stanley. She is knowledgeable in all aspects of investment management, retirement planning and charitable giving. Early in her career Nicole developed a passion for helping individuals and families prepare for retirement. This led her to obtain the Chartered Retirement Planning Counselor designation from the College for Financial Planning.
Originally from Ohio, Nicole holds a Finance degree from The Ohio State University, Fisher College of Business. She lives in La Jolla, CA where she enjoys spending as much time as she can near the beach, running, swimming or paddle boarding. Nicole is also a certified Pilates instructor.