Liz works with individuals transitioning though life events such as divorce, widowhood, changes of employment, especially navigating to and through retirement. 

She also works with small business owners to provide employee benefits and retirement plan solutions.

Over the last 30 years in the financial service industry Liz has accomplished the following:

Chartered Life Underwriter

Chartered Financial Consultant

FINRA Series 6, 7, 24, 26, 63, and 65

Life and health insurance license

Member of Society of Financial Service Professionals

President – National Capital Chapter 2011-2012

National Board Member 2013-2016

Certificate of Retirement Planning  – Wharton School of University of Pennsylvania

Member of National Association of Insurance and Financial Advisors

Member of Million Dollar Round Table

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.