With over two decades of financial services experience, Liz helps ultra-high-net-worth clients build and protect lasting legacies. Whether clients wish to focus their legacies on family, philanthropy, community, or all of the above, she brings enthusiasm and a thoughtful, collaborative approach to every relationship.  

Liz’s background covers the full range of financial planning with particular depth in estate and tax planning, two disciplines that shape the complex decisions facing multi-generational families. She works closely with clients’ CPAs, attorneys, and other trusted advisors to ensure strategies are aligned and well-coordinated across all aspects of their planning.  

As part of her broader commitment to client families, Liz helped establish Sequoia’s Family Wealth Curriculum, a program designed to educate rising generations in the essentials of financial literacy to help bridge generational gaps in financial knowledge and align families around their shared values. 

Liz holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Enrolled Agent (EA) tax specialization designation, and Accredited Estate Planner® (AEP®) designations. She’s also a member of the Estate Planning Council of Cleveland and a recipient of the Family Wealth Alliance Young Professionals Award. 

Liz lives in Pepper Pike, Ohio, with her husband and two daughters. In her free time, she enjoys spending time with her family and friends, traveling, and trying new restaurants around Cleveland.