Liz

Liz serves clients through relationships based on mutual trust, integrity and intimacy. Her expertise with family governance and affinity issues of next generation planning is extensive and visionary.

She engages with clients in a discovery process driven by an intensive dialogue to identify the factors that impact their wealth and the preservation of that wealth. She uncovers short and long-term goals and concerns, understands the structure of her client’s financial assets and their exposure to and tolerance for risk, and is committed to the importance of multi-generational planning and next generation education. Liz provides unparalleled client services and her approach is of the best practices in the industry.

Liz is a native of Carmel, California and has lived in Arizona since 1999. Prior to joining Versant in 2010, she was Director of Investment Operations and Relationship Manager for GenSpring Family Offices (formerly Inlign Wealth Management), and was a Senior Associate with KPMG’s Personal Financial Planning Practice.

Specializing in all aspects of wealth management, Liz focuses on investments, financial planning, estate planning, tax planning and consulting, family governance, next-generation education and planning, and philanthropy.

As Chief Operating Officer, Liz directs, administers, and coordinates Versant’s operations in accordance with policies, goals, and objectives in the areas of investment operations, client management processes, and human resources. She works closely with Tom Connelly, President and CIO, as a member of Versant’s Investment Committee.

In 2017 Liz was appointed to the national Schwab Advisor Services Advisory Board, which consists of approximately 20 representatives of independent investment advisory firms (RIAs) who have been invited by Schwab management to participate in meetings and discussions of Schwab Advisor Services’ services for independent advisory firms and their clients. Board members serve for two-year terms. In addition, Liz is a CERTIFIED FINANCIAL PLANNER, a Board member for the Central Arizona Estate Planning Council, and a member of the Financial Planning Association, National Association of Enrolled Agents, Arizona Society of Enrolled Agents, Planned Giving Roundtable of Arizona, and is an Adjunct Faculty Member for the Institute for Preparing Heirs.

Liz’s reach goes beyond the financial arena, into other community- and citizenship-related organizations. She is a member of and investor in ASU Women in Philanthropy, an engagement program of the Arizona State University Foundation for a New American University. She serves as President of the Board of Directors for Free Arts for Abused Children of Arizona, a non-profit organization that helps to heal abused and homeless children through artistic expression, and is a member of The Planned Giving Committee of Phoenix Art Museum.

Liz attended Golden Gate University in San Francisco and received a business management degree from the University of Phoenix. She enjoys spending time with her daughter Sydney, is a gourmet cook and oenophile, enjoys traveling, working out, and exploring Phoenix’s cultural organizations and activities.