Wealth Strategy Associate
Liz focuses on client service, performance reporting, research, and marketing. Her dedication to taking meticulous care of the concerns of individuals and families and her breadth of experience in the financial services industry enables her to offer comprehensive personal service to our clients and invaluable support to Paul.
Liz entered the Financial Services industry in 2013 and joined Paul as a Senior Registered Client Service Associate in January 2014. Liz is a CERTIFIED FINANCIAL PLANNER™, holds Series 7, 63, and 65 securities licenses and Life and Health insurance licenses. As a CFP®, Liz possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.
Liz graduated Cum Laude from The College of New Jersey with a Bachelor of Science in International Business. In her free time, Liz enjoys cooking and traveling.