Liz is a Manager in the firm’s Private Client group, and she has over seven years of experience in public accounting. She works closely with high net worth individuals and their businesses, providing tax and advisory services.
Liz also has experience working with clients in areas such as gifting, trusts, estates, and partnerships. By collaborating with her clients’ teams of advisors, Liz gains a thorough understanding of her clients’ goals and objectives, helping them plan for the future.
Liz is a graduate of Le Moyne College with a Bachelor of Science degree in Accounting. She is also a graduate of Northeastern University with a Master of Science in Accounting.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants