Liz is an Accredited Investment Fiduciary®, meeting the highest ethical and professional standards in the industry. She has over 40 years of financial experience, having been an insurance executive in actuarial, product development, customer services and information technology. In 2000, she founded Reservoir Financial to help people define, create and implement plans for achieving their financial dreams.
Caring and expertise are at the core of everything she does, including her extensive community involvement. She served on the Chamber of Commerce committee, chaired the finance committee for the Lebanon Historical Society's board of directors and was a Girl Scout leader for many years. Currently, Liz is Chairman of the Lebanon Board of Finance and also serves on the Planned Giving Committee at the Windham Hospital Foundation. She is an active member of St. Paul's Episcopal Church.
Liz and her husband Joe spend their time outdoors, hiking and kayaking and enjoying the company of family and friends.
FACT or FICTION: Liz has a penchant for handmade unique jewelry.