Elizabeth Clark, IACCP®

Chief Compliance AND Operations Officer

Elizabeth Clark is a partner and the Chief Compliance and Operations Officer at Heritage Financial, LLC, bringing over 20 years of experience in financial services and operations management. With a career built on precision, trust, and client care, she plays a pivotal role in ensuring the firm’s operations run seamlessly while always keeping both new and long-time clients' experiences front and center.

After graduating from Wichita State University, Elizabeth launched and operated a successful insurance agency in Wichita, Kansas. She later returned to her home state of Virginia to further her career in wealth management. Her background in both client service and operational leadership makes her uniquely equipped to support clients and team members alike.

At Heritage Financial, Elizabeth oversees the firm’s internal processes, trading and money requests, compliance functions, and team management. Her steady leadership ensures clients receive not only strategic financial guidance, but also an exceptional level of personal support throughout their journey with the firm.

Elizabeth lives in Front Royal, Virginia, with her beloved fur babies, surrounded by the natural beauty and wildlife she loves. A devoted East Coast traveler – from Canada to Florida with longer stays in beautiful Maine – she’s always ready for a spontaneous camping trip. After recently discovering the wonders of Australia, she now has her sights set on her next great adventure: the Galápagos Islands.

Education and Designations

  • Investment Adviser Certified Compliance Professional® 

  • B.S., General Studies, Wichita State University

Former Volunteer Positions

  • Kitten Fostering, Warren County Humane Society (ongoing)

  • Treasurer, Camp Quest Chesapeake (2014-2019)

  • Parent volunteer, Prince William County School (2011-2016)

  • Stroke and Turn Official, USA Swimming (2013-2015)