Elizabeth Eser Jose


“It’s not what we say or think that defines us, but what we do.”–Jane Austen

Elizabeth Eser Jose joined WealthEdge in 2000 and serves both as an administrative assistant and payroll administrator. She is an integral component to the overall atmosphere of the office and an essential part of our client experience.

She provides administrative support to the firm and is responsible for the day-to-day office operations. As payroll administrator, her responsibilities include the set-up of client accounts, payroll processing and tax reporting. Her primary focus is providing clients with exceptional customer service. She prides herself on her careful, systematic approach and her respect for client confidentiality in her various roles.

Prior to joining WealthEdge, Elizabeth worked for a small CPA firm as an administrative assistant and assistant bookkeeper.