Liz believes successful wealth management begins with understanding the person before the portfolio. Every financial decision should reflect a client's goals, values, and the life they want to build. Drawing on more than two decades of experience in institutional investing and private wealth management, she helps individuals and families make thoughtful financial decisions through every stage of life.
Her career began on the Goldman Sachs trading floor in New York City, where she was one of very few women on the floor. It was an extraordinary place to learn. Working alongside institutional traders, portfolio managers, and some of the world's most sophisticated investors taught her how disciplined investing, thoughtful decision making, and careful risk management create long-term success. She later joined Goldman Sachs' Private Wealth Management Division, where she realized that her greatest passion was not simply managing investments, but helping individuals and families use their wealth to achieve what matters most to them.
What do you enjoy most about working in wealth management?
Building lasting relationships with clients.
Financial decisions are often connected to life's biggest moments. Whether someone is preparing for retirement, navigating a career transition, planning for college, or experiencing another significant life event, I enjoy bringing clarity to complex decisions so they can move forward with confidence. Seeing clients leave a meeting feeling informed and at ease is one of the most rewarding parts of what I do.
What do you enjoy most about being part of Harvest Wealth Management?
The people.
Harvest has built a culture centered on doing what is right for our clients. We collaborate, challenge one another, and share ideas because we know our clients benefit from the experience of an entire team. At the same time, we maintain the responsiveness and personal relationships that make a boutique firm special. It is a culture I am proud to be part of.
What qualities make you well suited for your role?
I genuinely enjoy getting to know people.
Every client has different goals, concerns, and priorities. I believe the best advice begins with listening, understanding what matters most, and building trust over time. My years at Goldman Sachs taught me disciplined investment thinking and attention to detail. Raising a family taught me perspective. Together, those experiences allow me to deliver sophisticated investment guidance while never losing sight of the people behind the financial plan.
What do you enjoy outside of work?
Outside the office, you'll usually find me cheering on our daughters at soccer or hockey games, spending time with family and friends, traveling, or walking our two dogs, Bella and Milo. Life is busiest when we're all together, and I would not have it any other way.
If you were not in wealth management, what would you be doing?
I would probably be a motivational speaker.
I enjoy encouraging people, helping them recognize opportunities they may not see for themselves, and giving them the confidence to tackle challenges they once thought were out of reach. Whether in finance or everyday life, I believe the right perspective and a thoughtful plan can make all the difference.
What personal accomplishments are you most proud of?
Without question, raising our four daughters.
Watching them grow into kind, confident, and resilient young women has been the greatest privilege of my life. Along the way, I have experienced many of the same life transitions my clients face, which gives me a perspective I bring to every relationship. Professionally, I am equally grateful for a career that has grown alongside my family and reinforced that financial planning is about much more than investments. It is about helping people build the life they want.
Where does your story begin?
I was born in Connecticut, but North Carolina will always feel like home. Swimming at the University of North Carolina taught me discipline, resilience, and the value of teamwork, lessons that continue to guide me today. After graduating from UNC, I spent six unforgettable months skiing in Park City before beginning my career at Goldman Sachs in New York City.
Joining Harvest Wealth Management has allowed me to bring together institutional investment experience, real life perspective, and a passion for helping others. Every day, I have the privilege of building meaningful relationships with clients and helping them make thoughtful financial decisions with confidence. That trust is something I never take for granted.