Elizabeth (Liz) is passionate about helping clients save taxes. She began her career by co-founding a tax and accounting firm. This endeavor allowed her to work hand in hand with individual clients, as well as small business owners. Liz’s goal is to help clients save taxes across their lifetime in order to increase their overall wealth.
Liz holds the designation of CPA and she also passed the Enrolled Agents exam. Additionally, she holds the Series 65 designation.
In her spare time, Liz enjoys traveling and spending time with her friends and family.
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Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG).
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