Sole Arizona member on 20-person, nationwide board
February 2, 2017 (Phoenix, AZ) – Versant Capital Management, Inc., a Phoenix-based investment advisor and wealth management firm, announced today that Liz Shabaker has been appointed to the national Schwab Advisor Services Advisory Board.
The Schwab Advisor Services Advisory Board 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.
Advisory Board member ideas and feedback are instrumental in helping Schwab develop high-level strategies, as well as enhanced products, services and procedures, to better serve industry peers. Board members are asked to bring their own ideas and perspectives to the forum, and to work to represent the views of other advisors across the industry.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab. The company has been the leading advocate of registered investment advisors for more than 25 years, by educating investors about the value of working with an RIA and advocating on behalf of RIAs in Washington, D.C.
In addition to her Schwab Advisor Services Advisory Board membership, 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.