“It is so natural to talk about what Truepoint does, because I believe in our investment model.”
In her role as a wealth advisor, Liz serves clients directly, customizing financial projections based on clients’ circumstances and goals and bringing clarity to complex situations. She previously served as chair of Truepoint’s Women’s Wealth Counsel.
Liz is a graduate of Miami University with a bachelor’s degree in finance. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
In the community, Liz serves Saint Ursula Academy as a member of the school’s Board of Trustees and Planned Giving Committee and as Chair of the Advancement Committee. She is also a member of the Daughters of the American Revolution.
With two children who are now young adults, Liz and her husband are adjusting to an empty nest. In her free time, Liz loves to cook.