Liz is a Principal in the Colorado office where she is responsible for tax planning, compliance, and financial advisory services. She has more than 15 years of experience providing tax planning and compliance services for individuals, small businesses, and fiduciaries.
Prior to joining Cerity Partners, Liz was a member of the tax planning team at Karsten Advisors. Earlier in her career, she worked for Electronic Data Systems (now part of Hewlett Packard) in financial reporting and planning as well as corporate finance, supporting new sales ($1B+), mergers and acquisitions, and venture capital funding for small startup entities. She worked on assignments throughout the United States and Tokyo, Japan.
Liz earned her Bachelors of Business Administration from Texas A & M University. She is a Certified Public Accountant (CPA).and holds the Personal Financial Specialist (PFS) accreditation. She is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.
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