Client communication, problem-solving, and achieving client goals fill Liz’s resume dating back years. She’s worked with companies big and small, keeping a keen eye on regulations, updates and opportunities. She picked up the moniker “Swiss Army Knife” at Hewlett-Packard, due to her versatility and breadth of knowledge.
In person, one of the first thing you’ll notice about Liz is her dedication to financial literacy. She doesn’t want to just understand both sides of a balance sheet herself; she creates awareness and instructs all around on how to make wise decisions. It’s a habit she picked up on early in life, growing up in Houston.
Liz joins our team with both an undergraduate degree and Masters in Accounting from the University of St. Thomas. She’s working toward earning her Enrolled Agent (AE) degree, a federally-licensed tax practitioner authorized by the IRS. She’s excited to take these next steps, as she strives to educate and empower clients to make informed financial decisions.