Partner and Co-Founder
Elizabeth helped in the formation of the company, and today plays a key role as one of our primary consultants and case design specialists. Liz has a broad understanding of wealth planning strategies for the high net worth market. She also oversees administrative and financial operations of the company. Former Vice President and Division Manager of Banker’s Trust Company, Liz has over 20 years’ experience working in the areas of financial services. Liz has completed professional courses presented by Harvard’s Executive Program, received her Masters from Seton Hall University and holds an undergraduate degree in mathematics.