“It’s easy to be passionate about my work because I believe in Truepoint’s client-centered approach.”
Liz’s Story
Liz believes she has the best job in the world because she spends her days helping individuals and families achieve their dreams. She loves getting to know people and crafting financial plans uniquely suited to them. Driven by the belief that good financial planning should help clients in every phase of life, she is proud that Truepoint’s services coordinate so many different components of clients’ lives—estate planning, tax preparation, insurance, financial planning, and more. Liz works with many of Truepoint’s senior clients and heads the company’s task force on aging, which helps clients contend with the intricacies of elder care. She also enjoys working with her clients’ younger family members and talking to them about the importance of saving and investing early in their careers.
Liz likes to spend time outside of work with her family, especially her new grandson. She enjoys cooking and entertaining, reading, and staying fit through walking and yoga.
Specialties: elder care, financial education, holistic financial planning, issues facing seniors
