Liz is a Project Management Associate who supports our administration, service, planning, and advisor teams. Liz is a versatile team player who brings strong enthusiasm, creativity, and relationship-building skills to her role in serving our clients and internal team members.

Liz graduated with a bachelor’s degree from Colgate University, majoring in Economics and minoring in Political Science. Her social-driven nature, paired with her interest in strategic economic planning, fuels her growing passion for the private wealth industry.

Outside of work, Liz enjoys spending time with friends and family, going to the gym, and experimenting with healthy recipes. Her faith is a central part of her life, and she is actively involved in the children’s ministry at her local church, where she enjoys teaching elementary-school children about the gospel.