Chicago North Shore, Illinois Office

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Liz is passionate about helping clients align their financial resources with what matters most to them in life. Her holistic approach leads to long-term, values-based planning aimed at providing financial peace of mind and confidence in the future.
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Before joining EP Wealth Advisors, Liz had 13 years at Oppenheimer & Company and 7 years at RBC Wealth Management as a Financial Advisor, and 14 years at Rappaport Reiches Capital Management, delivering personalized financial guidance to her clients.
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Liz earned her B.A. from the University of Michigan in 1988, majoring in Political Science with a minor in Economics.
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Liz splits her time between Chicago and Florida with her husband, Peter, and their beloved dog, Stella. She is incredibly proud of her children—Gabrielle, a Physician Assistant at Cedars-Sinai in Los Angeles, and Benjamin, a Senior Account Executive with the New York Yankees. Liz is deeply engaged in her community, serving as Vice President and Human Resource Committee Chair of The Illinois Holocaust Museum and Education Center, Grant Review Chair for Impact Grants Chicago, and on the Institutional Advancement Committee at The Bernard Zell Anshe Emet Day School. In her free time, she enjoys walking along the lakefront, playing pickleball, traveling, reading, exploring new restaurants, and cheering on her alma mater. A proud New Jersey native, she’s a devoted fan of Bruce Springsteen.
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