Liz is responsible for portfolio monitoring, trading, accounting, and billing. I have been in the financial services industry since 2015 and have had various roles within it from back office operations at wirehouses to working with clients at small family-style financial planning firms. My love for being in this industry comes from a passion to help others maximize wealth so they are able to live out their dreams and be an impact for good to those around them. My role enables me to think analytically as well as big picture while helping others in a very valuable part of their lives. I work remotely and enjoy any variety of traveling and experiencing new cultures. I love camping and am alw