Liz is an 18+- year Wealth Management Advisor and is the firm’s Vice President. She concentrates on financial planning for our clients. Liz is a Certified Financial Planner, CFP® certificate, a designation awarded by the Certified Financial Planner Board of standards, Inc.; she takes an inter-active 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 on-going 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 occur. Our firm uses financial planning as a means to guide investment decisions, not the other way around.