Liz joined the team in 2018 as a Client Service Manager. She is responsible for client correspondence, preparing account paperwork, and processing money movements. She also supports clients and advisors with meeting preparation and ensures client needs are handled promptly and accurately.
Liz has worked in the financial services industry for over 17 years. Prior to joining the team, she served as a retirement specialist with LPL Financial. She earned her Bachelor’s degree in Finance and Marketing from Chapman University.
Her work focuses on organization, responsiveness, and making sure client requests are processed efficiently and with care.
A San Diego native, Liz enjoys hiking, yoga, and beach cruising along the boardwalks. She also loves spending time outdoors with her dogs, exploring local parks, canyons, and dog beach.