Liz brings more than 15 years of experience in the financial services industry, supporting clients through attentive relationship management and thoughtful coordination of their financial service needs. In her role, she works closely with advisory teams to facilitate account administration, manage client requests, and help ensure a high level of service delivery.

Liz is recognized for her professionalism, strong organizational skills, and client-first mindset. She approaches each relationship with care and accountability, striving to anticipate needs and provide timely, effective solutions. Her commitment to follow-through helps foster confidence and long-term client satisfaction.

Liz earned her Bachelor of Science degree in Psychology from Trinity College in Hartford, Connecticut, and holds an MBA.

Outside of work, Liz enjoys playing tennis, reading, and attending her children’s soccer matches. She lives in Atlanta, Georgia, with her husband and their three children.