Senior Vice President/Investments - Stifel
CurrentLiz is a financial advisor working with The Elkhart Group of Stifel. She and her team focus on individualized financial investment portfolios for high-net-worth individuals, owners, and families of closely held business, not-for-profit entities, and corporations. The team is committed to a high level of customer service and work to ensure that all clients have a clear understanding of their investments, risk tolerance, income strategies as well as the generational transfer of wealth. The team is happy to work in conjunction with clients' attorneys and tax advisors for a coordinated financial plan.