As a financial planning professional, Liz is passionate about helping her clients live for today while building and protecting resources for a thriving future. She uses her analytical skills and communication talents to explore complex situations so that her clients can have ease and clarity as they decide among the options available to them.
She is a thinking partner for life’s twists and turns. She specializes in helping clients strategically build their wealth during earning years—and then simplify the complexities of using retirement assets such as Social Security, retirement account distributions, pensions, deferred comp, stock options, and Roth conversions. She has developed a firm-wide recommended portfolio withdrawal rate program after extensive research and analysis on retirement planning services.
Liz started her career teaching middle school, went on to earn graduate degrees in both business and economics and has held positions in global corporate finance, economics, and the nonprofit sector. In addition, Liz is an award-winning author of humorous mysteries.
She believes in empowering women to get connected with their financial decisions. She and colleague Mary Ballin founded Mosaic’s Women's Circles
, monthly gatherings where women come together to ask questions, explore their relationships with money, and learn from each other’s experiences.