The newest addition to the team, Liz, is excited to take on the role as the firm’s Client Coordinator. Her goal is to make sure those around her always feel comfortable and secure.

Liz received her Bachelor of Art (B.A.) degree in French from the University of California, Irvine (UCI). While at UCI, she had the opportunity to spend a semester abroad in Lyon, France as part of an immersion program. She was able to study alongside French speaking students with French-speaking instructors to really hone down her language skills. Prior to joining the team, Liz worked as a personal and commercial insurance agent. She helped many families and business owners develop plans to mitigate the risks of everyday life.

In her new role as Client Coordinator, Liz looks forward to helping clients who are taking the important step of developing an estate plan. Her background as an insurance agent helps her understand that one of the biggest risks someone can take is not planning for their family’s welfare after they are gone.