Liz is involved with the financial planning process and plays an integral role in client communication and practice management.
Liz grew up in Northwest Iowa and graduated from Luther College with a degree in Business Management.
Liz has over ten years of experience in the financial services industry. Before working for Stevens Capital PartnersSM, she was a senior client associate for a local wealth management firm, dealing with high-net-worth clients. Liz holds her Series 65 license (Investment Advisor) and is currently a 2024 candidate for the Certified Financial Planning designation.
Liz is married to Ryan, an Army EOD (Bomb Squad) veteran, now a civilian contractor managing explosives remediation. They have two children.
When Liz isn’t busy driving her children to their activities, she can be found singing or coaching her daughter’s cheerleading squad.
Liz grew up in Northwest Iowa and graduated from Luther College with a degree in Business Management.
Liz has over ten years of experience in the financial services industry. Before working for Stevens Capital PartnersSM, she was a senior client associate for a local wealth management firm, dealing with high-net-worth clients. Liz holds her Series 65 license (Investment Advisor) and is currently a 2024 candidate for the Certified Financial Planning designation.
Liz is married to Ryan, an Army EOD (Bomb Squad) veteran, now a civilian contractor managing explosives remediation. They have two children.
When Liz isn’t busy driving her children to their activities, she can be found singing or coaching her daughter’s cheerleading squad.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
.webp)
