Liz Yzaguirre

Liz is a Client Relationship Specialist located in our Corpus Christi office. She is adept at coordinating teams of specialists, such as other advisors, attorneys, and accountants, to work toward achieving the clients’ wealth and financial goals. She specializes in trust and estate planning, financial planning, and budget management, with a focus on elder and life care services.

Previously, Liz worked at Wells Fargo for 36 years, providing comprehensive wealth management strategies tailored to the clients’ specific needs.

In her spare time, Liz is a master gardener and maintains a variety of plants and flowers, with her favorite being the Plumeria. She has been married to Carlos for 40 years, and they have two sons and seven grandchildren that keep them busy year-round.