Client Relationship Specialist
Years of Experience: 36 years
- University of the Incarnate Word, MBA, graduated with distinction
- University of the Incarnate Word, BA, Business Administration (Magna Cum Laude)
- Del Mar College, AAS, Banking and Finance
- Graduate, Cannon Trust School I, II and III
Other Notable Information
- Liz’s niche is elder/life care services
- Liz worked at Wells Fargo for 36 years providing comprehensive wealth management strategies tailored to the clients’ specific needs.
- Liz is adept at coordinating teams of specialists, such as other advisors, attorneys, and accountants to work toward achieving the clients’ wealth and financial goals.
- Trust and estate planning expertise
- Financial planning expertise
- Budget and bill pay expertise