Liz previously enjoyed a career as a university administrator in student affairs, but realized that this chapter in her life had run its course and it was time for a career change. She had some financial concerns about making this transition and was referred to a local Financial Advisor for help.
That introduction was life changing. Working with her Financial Advisor, Liz became fascinated by the financial planning process and the different financial solutions available to help people pursue their goals. She enjoyed the educational and collaborative approach with clients and quickly realized that becoming a Financial Advisor was the perfect fit for her new passion and existing skill set. That revelation took place back in 1991 when she joined Waddell & Reed, and she has never looked back. She founded Concord River Financial with Richard West in May of 2018, and successfully transitioned to broker dealer LPL Financial in July of 2021. With now over 30 years of experience in the financial industry, Liz continues to serve her clients with the highest integrity, respect, and dedication.
Liz holds the Series 6, Series 7, Series 63 and Series 65 licenses through LPL Financial and holds Life, Accident & Health insurance licenses to serve clients in multiple states across the country. She has also earned the Certified Financial Planner™ designation from the College of Financial Planning.
Liz lives in Epping, NH with her long-time partner Donna, a retired software developer. When she’s not cruising around in her convertible, Liz enjoys travelling and time at the beach, where she always has a good book or podcast at the ready.