Kirkland, Washington Office
4030 Lake Washington Blvd. NE
Suite 305
Kirkland, WA 98033
Phone: (425) 366-4700
Fax: (425) 450-7500
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Walking alongside people through difficult times has always been important to Liz. She believes helping people with their investments is part counseling and part investments; money is a difficult topic for most people and assisting them in reaching their goals is very fulfilling.
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From a young age, Liz has always been interested in the stock market. Growing up in London, she had the opportunity to work with several of the largest and most prestigious investment banks in the United Kingdom. She continued her travels to Montreal Canada, enjoying the French cuisine and culture and later planted her roots locally — volunteering with the Kirkland Police Domestic Violence Unit.
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Liz holds an associate’s degree in Finance from Reigate College. She holds her Series 7 and 66 licenses and is also a Chartered Retirement Planning Counselor (CRPC®).a
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Liz enjoys running and skiing when time and weather permits. She also enjoys spending time with her husband John and their two children, and practicing her French culinary skills.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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