Liz joined the Clearstead Private Client Group in 2023. As a Client Planning Associate, Liz provides analytical support in all aspects of tax and financial planning services for high-net-worth clients and estates.

Prior to joining Clearstead, Liz worked at a national public accounting firm specializing in trust tax. Liz earned her BA in Accounting at Baldwin-Wallace University and is currently completing her Master of Accountancy from Baldwin-Wallace University. Liz is a licensed Enrolled Agent and is pursuing her CPA certification.