As a 30-year Financial Services veteran, Liz has helped clients identify their passions and deliver on their needs. From the onset of the relationship, she engages her clients in creating strategic and individualized goal-based plans. She enjoys working closely with her clients to help make investment decisions that will positively impact their life. Liz values her position as a point of connectivity throughout her clients’ lives, often serving as more than a trusted advisor, but also
Liz joined RBC Wealth Management in 2008. As a four year Women’s Association of Financial Advisors (WAFA) board member, she is both proud and honored to be part of such a savvy group of women at RBC.
Liz earned a BA in Economics from Trinity College in Washington, DC. Subsequent internships at the SEC and a local bank solidified her desire to explore opportunities and work on Wall Street.
Though work is very important, so was having a family. Liz’s most valued accomplishment is raising five children, all while growing her career. Residing in Connecticut, she and her husband Mike have gotten three through college with two currently in the midst. Her greatest joy is spending time with her family and watching her children thrive.