Liz uses financial planning as a means to guide investment decisions, not the other way around.
Capabilities to Impact Your Life and Wealth
Liz is a 19+- year Wealth Management Professional, head of the Financial Planning team for the firm, and a Founding Partner. Liz previously held positions as a Vice President-Wealth Management with Merrill Lynch and worked as a Certified Public Accountant.
Certified Financial PlannerTM
Liz is a Certified Financial PlannerTM, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; she takes an interactive approach with our clients to build a highly personalized Financial Plan. She believes that The Financial Plan is the roadmap that empowers clients to achieve the financial future they envision. This future could include sustainable retirement income, evaluating when and how to take Social Security, purchasing a dream home, saving for children’s or grandchildren’s education, legacy planning, charitable gifting, or insurance needs.
Liz utilizes innovative financial planning software to break down complicated information into an easy-to-understand visual format helping simplify the complex financial decisions our clients face. Liz works very closely with our client’s advisors including CPAs, attorneys, and insurance professionals to coordinate estate, insurance, and tax issues. Liz has the skill to provide personalized and thoughtful investment strategies based on each client’s risk tolerance while incorporating their overall financial goals. This is an ongoing process as life and the investment climate are ever-changing. Our firm is now working with third and fourth-generation clients and as Liz likes to say, “We are here to help - from birth to the grave, and beyond.” She is often the first point of contact should a significant, often sudden, life change occurs.
Graduate of Delaware State University
Liz earned dual bachelor's degrees in accounting and business administration from Delaware State University.
Making a Difference in My Community
Liz is an avid supporter of cancer-related research, The Firelands Foundation, Susan G. Komen Breast Cancer Foundation, The Cleveland Clinic Foundation, Be The Match, and the Leukemia and Lymphoma Society.
Outside the Office
Liz lives on Catawba Island with her husband of 35 years, Kim. They have three grown daughters and one grandson. She enjoys spending time with her grandson, gardening, training her dog, Jet, and traveling.