Liz joined the team in 2018 as our Client Service Associate. Liz is responsible for client correspondence, preparing account paperwork, and processing money movements. She also assists clients and team members with preparation for meetings and ensuring all client needs are heard and processed quickly and efficiently.
She has worked in the financial industry for over 10 years, where she previously worked as retirements specialist with LPL Financial. She earned her Bachelor’s degree in Finance and Marketing from Chapman University in Orange, CA.
As a San Diego native, she enjoys hiking, yoga, and biking beach boardwalks. She also loves taking her canine siblings, Hazel and Billie Jean, out for adventures to dog beach and local parks and canyons.