Liz personalizes her approach by providing clients with integrated, objective wealth management strategies.
Liz has more than 25 years of financial service experience. Before joining EP Wealth Advisors, Liz spent two years with UBS Financial Services and seven years at the JP Morgan Private Bank in Denver. In 2009 she was recognized in Barron’s as a Colorado Top Financial Advisor. Prior to moving to Denver in 2006, Liz worked as a Portfolio Manager at State Street Global Advisors in Boston. She began her investment career at Loomis Sayles after graduating from college.
Liz earned a B.A in English from Middlebury College, and also attended Northwestern University, American Bankers Association Graduate Trust School. She is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNERTM
In her free time, Liz enjoys spending time with her family, including her daughter Alexandra.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.