Liz is focused on the needs of the clients of Trimble Wealth Advisors, overseeing the onboarding and engagement process for all of the firm’s clients. She enjoys getting to know them personally and helping them realize that their goals and dreams are achievable through proper planning.
A graduate of the University of Wisconsin, Liz holds a Bachelor of Arts in English and Communication Arts. Prior to joining Trimble Wealth Advisors, Liz spent more than a decade managing client services in the advertising and marketing industry, specifically working on digital marketing solutions.
Liz loves to travel with her husband, Grant, and their three children – Henry, Charlie and Georgia. She finds joy in supporting their children in the activities they love and introducing them to new experiences. She enjoys live music, theater, time with friends, Peloton and volunteering for her kids’ schools and activity organizations.