Liz is the Director of Operations and has been in the finance industry for over 26 years. She is going on her 15th year with our firm. Liz is on the training and development team and works closely training all new hires. She is the go-to person for all operational functions.  Liz is always available to give guidance to anyone who has a question on operations and/or speaking with clients as she was a Client Services Associate for 20 years.  Liz holds the registration SIE.

When Liz is not working, she loves to spend time with her family. Liz is a mother of five boys and has two grandchildren. She also spends time riding as she belongs to the ALR (American Legion Riders).