Elizabeth (Liz) is passionate about helping clients save taxes. She began her career by co-founding a tax and accounting firm. This endeavor allowed her to work hand in hand with individual clients, as well as small business owners. Liz’s goal is to help clients save taxes across their lifetime in order to increase their overall wealth.
Liz holds the designation of CPA and she also passed the Enrolled Agents exam. Additionally, she holds the Series 65 designation.
In her spare time, Liz enjoys traveling and spending time with her friends and family.
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Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). Advisory services are only offered to clients or prospective clients where GFG and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered by GFG unless a client service agreement is in place. Services will only be provided in states where GFG is registered or may be exempt from registration. Registration does not imply any level of skill or training.
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“The Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
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Goldstone was certified as a ‘Great Place to Work’ in March 2023 after a two-step process including anonymous employee surveys and a questionnaire regarding our workforce. A subscription fee was paid by Goldstone to access the survey website, but no fee was paid to receive the certification. Additional information regarding the Best Places to Work Award and the complete eligibility criteria can be found here.
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