With over 30 years of experience in the Financial Services Industry, Liz is a passionate and dedicated leader in personal finance and wealth management. Through her decades of experience, Liz has gained a comprehensive understanding of the challenges individuals face when it comes to accumulating, growing, and maintaining wealth. Liz is licensed for Life, Accident and Health Insurance and has earned her FINRA Series 6, 63, and 65 Registrations. She has also earned the Accredited Behavioral Finance ™ and Registered Social Security Analyst ® designations. In addition to providing wealth planning and management services, she provides educational programs to individuals and groups on topics such as personal finance and wealth accumulation tips and strategies.